Allworth Financial’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 | $16.4M | Buy |
178,783
+10,805
| +6% | +$992K | 0.08% | 146 |
|
|
2025
Q1 | $15.3M | Buy |
167,978
+15,643
| +10% | +$1.42M | 0.09% | 134 |
|
|
2024
Q4 | $12.6M | Buy |
152,335
+119,475
| +364% | +$9.86M | 0.07% | 147 |
|
|
2024
Q3 | $2.96M | Buy |
32,860
+2,074
| +7% | +$187K | 0.02% | 271 |
|
|
2024
Q2 | $2.51M | Buy |
30,786
+3,160
| +11% | +$257K | 0.02% | 295 |
|
|
2024
Q1 | $1.98M | Buy |
27,626
+3,722
| +16% | +$267K | 0.01% | 322 |
|
|
2023
Q4 | $1.68M | Buy |
23,904
+704
| +3% | +$49.4K | 0.01% | 331 |
|
|
2023
Q3 | $1.5M | Sell |
23,200
-1,431
| -6% | -$92.6K | 0.01% | 318 |
|
|
2023
Q2 | $1.73M | Sell |
24,631
-377
| -2% | -$26.5K | 0.01% | 304 |
|
|
2023
Q1 | $1.74M | Buy |
25,008
+1,541
| +7% | +$107K | 0.02% | 277 |
|
|
2022
Q4 | $1.68M | Buy |
23,467
+2,554
| +12% | +$182K | 0.02% | 267 |
|
|
2022
Q3 | $1.42M | Buy |
20,913
+3,763
| +22% | +$256K | 0.02% | 272 |
|
|
2022
Q2 | $1.22M | Buy |
17,150
+2,492
| +17% | +$178K | 0.02% | 279 |
|
|
2022
Q1 | $1.06M | Buy |
14,658
+2,169
| +17% | +$157K | 0.01% | 295 |
|
|
2021
Q4 | $856K | Sell |
12,489
-896
| -7% | -$61.4K | 0.01% | 308 |
|
|
2021
Q3 | $829K | Buy |
13,385
+5,582
| +72% | +$346K | 0.01% | 255 |
|
|
2021
Q2 | $472K | Sell |
7,803
-110
| -1% | -$6.65K | 0.01% | 264 |
|
|
2021
Q1 | $492K | Sell |
7,913
-534
| -6% | -$33.2K | 0.01% | 244 |
|
|
2020
Q4 | $519K | Sell |
8,447
-162
| -2% | -$9.95K | 0.01% | 175 |
|
|
2020
Q3 | $467K | Sell |
8,609
-1,046
| -11% | -$56.7K | 0.01% | 156 |
|
|
2020
Q2 | $501K | Buy |
9,655
+2,154
| +29% | +$112K | 0.02% | 144 |
|
|
2020
Q1 | $406K | Sell |
7,501
-1,594
| -18% | -$86.3K | 0.01% | 173 |
|
|
2019
Q4 | $579K | Buy |
9,095
+738
| +9% | +$47K | 0.02% | 99 |
|
|
2019
Q3 | $516K | Buy |
8,357
+4
| +0% | +$247 | 0.02% | 92 |
|
|
2019
Q2 | $462K | Sell |
8,353
-96
| -1% | -$5.31K | 0.02% | 101 |
|
|
2019
Q1 | $437K | Buy |
8,449
+174
| +2% | +$9K | 0.02% | 102 |
|
|
2018
Q4 | $363K | Sell |
8,275
-54
| -0.6% | -$2.37K | 0.02% | 109 |
|
|
2018
Q3 | $363K | Buy |
8,329
+54
| +0.7% | +$2.35K | 0.02% | 111 |
|
|
2018
Q2 | $383K | Hold |
8,275
| – | – | 0.02% | 108 |
|
|
2018
Q1 | $370K | Buy |
8,275
+200
| +2% | +$8.94K | 0.03% | 82 |
|
|
2017
Q4 | $388K | Sell |
8,075
-118
| -1% | -$5.67K | 0.03% | 76 |
|
|
2017
Q3 | $403K | Sell |
8,193
-1
| -0% | -$49 | 0.03% | 72 |
|
|
2017
Q2 | $392K | Buy |
8,194
+12
| +0.1% | +$574 | 0.03% | 69 |
|
|
2017
Q1 | $407K | Buy |
8,182
+12
| +0.1% | +$597 | 0.04% | 65 |
|
|
2016
Q4 | $402K | Buy |
8,170
+12
| +0.1% | +$590 | 0.04% | 65 |
|
|
2016
Q3 | $418K | Sell |
8,158
-20
| -0.2% | -$1.03K | 0.04% | 65 |
|
|
2016
Q2 | $439K | Buy |
8,178
+44
| +0.5% | +$2.36K | 0.05% | 59 |
|
|
2016
Q1 | $421K | Sell |
8,134
-43
| -0.5% | -$2.23K | 0.05% | 67 |
|
|
2015
Q4 | $383K | Sell |
8,177
-862
| -10% | -$40.4K | 0.07% | 66 |
|
|
2015
Q3 | $404K | Buy |
9,039
+14
| +0.2% | +$626 | 0.14% | 61 |
|
|
2015
Q2 | $378K | Sell |
9,025
-2,889
| -24% | -$121K | 0.13% | 66 |
|
|
2015
Q1 | $528K | Buy |
11,914
+13
| +0.1% | +$576 | 0.2% | 52 |
|
|
2014
Q4 | $584K | Buy |
11,901
+11
| +0.1% | +$540 | 0.22% | 43 |
|
|
2014
Q3 | $519K | Buy |
11,890
+12
| +0.1% | +$524 | 0.2% | 44 |
|
|
2014
Q2 | $539K | Buy |
11,878
+13
| +0.1% | +$590 | 0.24% | 31 |
|
|
2014
Q1 | $521K | Buy |
11,865
+537
| +5% | +$23.6K | 0.23% | 28 |
|
|
2013
Q4 | $466K | Buy |
11,328
+12
| +0.1% | +$494 | 0.23% | 32 |
|
|
2013
Q3 | $466K | Buy |
11,316
+68
| +0.6% | +$2.8K | 0.24% | 33 |
|
|
2013
Q2 | $496K | Buy |
+11,248
| New | +$496K | 0.28% | 31 |
|