Allworth Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.74M | Buy |
|
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $856K | Sell |
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|
2021
Q3 | $829K | Buy |
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|
2021
Q2 | $472K | Sell |
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|
2021
Q1 | $492K | Sell |
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|
2020
Q4 | $519K | Sell |
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|
2020
Q3 | $467K | Sell |
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|
2020
Q2 | $501K | Buy |
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|
2020
Q1 | $406K | Sell |
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|
2019
Q4 | $579K | Buy |
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|
2019
Q3 | $516K | Buy |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $437K | Buy |
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|
2018
Q4 | $363K | Sell |
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|
2018
Q3 | $363K | Buy |
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|
2018
Q2 | $383K | Hold |
|
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|
2018
Q1 | $370K | Buy |
|
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|
2017
Q4 | $388K | Sell |
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|
2017
Q3 | $403K | Sell |
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|
2017
Q2 | $392K | Buy |
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|
2017
Q1 | $407K | Buy |
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|
2016
Q4 | $402K | Buy |
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|
2016
Q3 | $418K | Sell |
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|
2016
Q2 | $439K | Buy |
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|
2016
Q1 | $421K | Sell |
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|
2015
Q4 | $383K | Sell |
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|
2015
Q3 | $404K | Buy |
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|
2015
Q2 | $378K | Sell |
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|
2015
Q1 | $528K | Buy |
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|
2014
Q4 | $584K | Buy |
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|
2014
Q3 | $519K | Buy |
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|
2014
Q2 | $539K | Buy |
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|
2014
Q1 | $521K | Buy |
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|
2013
Q4 | $466K | Buy |
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|
2013
Q3 | $466K | Buy |
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|
2013
Q2 | $496K | Buy |
|