Advisors Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
300,348
+10,722
| +4% | +$985K | 0.38% | 84 |
|
|
2025
Q1 | $26.6M | Buy |
289,626
+24,564
| +9% | +$2.26M | 0.41% | 79 |
|
|
2024
Q4 | $21.8M | Buy |
265,062
+23,905
| +10% | +$1.97M | 0.34% | 90 |
|
|
2024
Q3 | $21.7M | Buy |
241,157
+88,967
| +58% | +$8.02M | 0.35% | 92 |
|
|
2024
Q2 | $11.8M | Buy |
152,190
+131,312
| +629% | +$10.2M | 0.21% | 133 |
|
|
2024
Q1 | $1.5M | Sell |
20,878
-689
| -3% | -$49.4K | 0.03% | 264 |
|
|
2023
Q4 | $1.51M | Buy |
21,567
+191
| +0.9% | +$13.4K | 0.03% | 263 |
|
|
2023
Q3 | $1.38M | Buy |
21,376
+14,103
| +194% | +$912K | 0.04% | 243 |
|
|
2023
Q2 | $511K | Sell |
7,273
-221
| -3% | -$15.5K | 0.01% | 312 |
|
|
2023
Q1 | $521K | Buy |
7,494
+1,067
| +17% | +$74.2K | 0.01% | 301 |
|
|
2022
Q4 | $459K | Buy |
6,427
+495
| +8% | +$35.4K | 0.01% | 319 |
|
|
2022
Q3 | $383K | Sell |
5,932
-679
| -10% | -$43.8K | 0.01% | 350 |
|
|
2022
Q2 | $471K | Sell |
6,611
-1,498
| -18% | -$107K | 0.01% | 302 |
|
|
2022
Q1 | $588K | Sell |
8,109
-1,477
| -15% | -$107K | 0.02% | 290 |
|
|
2021
Q4 | $657K | Buy |
9,586
+2,814
| +42% | +$193K | 0.02% | 294 |
|
|
2021
Q3 | $420K | Sell |
6,772
-34
| -0.5% | -$2.11K | 0.01% | 316 |
|
|
2021
Q2 | $412K | Buy |
6,806
+1,760
| +35% | +$107K | 0.01% | 299 |
|
|
2021
Q1 | $313K | Sell |
5,046
-329
| -6% | -$20.4K | 0.01% | 305 |
|
|
2020
Q4 | $330K | Buy |
5,375
+21
| +0.4% | +$1.29K | 0.01% | 286 |
|
|
2020
Q3 | $291K | Sell |
5,354
-250
| -4% | -$13.6K | 0.01% | 268 |
|
|
2020
Q2 | $291K | Buy |
5,604
+20
| +0.4% | +$1.04K | 0.01% | 259 |
|
|
2020
Q1 | $302K | Sell |
5,584
-266
| -5% | -$14.4K | 0.02% | 240 |
|
|
2019
Q4 | $373K | Buy |
5,850
+705
| +14% | +$45K | 0.02% | 275 |
|
|
2019
Q3 | $318K | Buy |
5,145
+4
| +0.1% | +$247 | 0.02% | 256 |
|
|
2019
Q2 | $284K | Buy |
+5,141
| New | +$284K | 0.02% | 250 |
|