Ameritas Investment Partners’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 | $3.68M | Sell |
40,068
-19
| -0% | -$1.75K | 0.12% | 156 |
|
|
2025
Q1 | $3.69M | Sell |
40,087
-1,928
| -5% | -$177K | 0.13% | 139 |
|
|
2024
Q4 | $3.46M | Sell |
42,015
-344
| -0.8% | -$28.3K | 0.11% | 153 |
|
|
2024
Q3 | $3.82M | Sell |
42,359
-9,441
| -18% | -$851K | 0.12% | 142 |
|
|
2024
Q2 | $4.02M | Sell |
51,800
-245
| -0.5% | -$19K | 0.14% | 125 |
|
|
2024
Q1 | $3.73M | Buy |
52,045
+696
| +1% | +$49.9K | 0.13% | 141 |
|
|
2023
Q4 | $3.6M | Buy |
51,349
+4,114
| +9% | +$288K | 0.13% | 136 |
|
|
2023
Q3 | $3.06M | Buy |
47,235
+9,834
| +26% | +$636K | 0.12% | 151 |
|
|
2023
Q2 | $2.63M | Buy |
37,401
+1,865
| +5% | +$131K | 0.1% | 200 |
|
|
2023
Q1 | $2.47M | Buy |
35,536
+1,604
| +5% | +$112K | 0.1% | 215 |
|
|
2022
Q4 | $2.36M | Buy |
33,932
+15,950
| +89% | +$1.11M | 0.09% | 226 |
|
|
2022
Q3 | $1.22M | Sell |
17,982
-543
| -3% | -$36.9K | 0.05% | 438 |
|
|
2022
Q2 | $1.32M | Hold |
18,525
| – | – | 0.06% | 427 |
|
|
2022
Q1 | $1.34M | Buy |
18,525
+4,526
| +32% | +$328K | 0.05% | 494 |
|
|
2021
Q4 | $960K | Sell |
13,999
-365
| -3% | -$25K | 0.03% | 653 |
|
|
2021
Q3 | $890K | Sell |
14,364
-364
| -2% | -$22.6K | 0.03% | 654 |
|
|
2021
Q2 | $891K | Hold |
14,728
| – | – | 0.03% | 658 |
|
|
2021
Q1 | $915K | Sell |
14,728
-745
| -5% | -$46.3K | 0.03% | 628 |
|
|
2020
Q4 | $950K | Sell |
15,473
-786
| -5% | -$48.3K | 0.04% | 567 |
|
|
2020
Q3 | $881K | Sell |
16,259
-851
| -5% | -$46.1K | 0.04% | 515 |
|
|
2020
Q2 | $887K | Sell |
17,110
-106
| -0.6% | -$5.5K | 0.04% | 501 |
|
|
2020
Q1 | $931K | Sell |
17,216
-566
| -3% | -$30.6K | 0.05% | 400 |
|
|
2019
Q4 | $1.13M | Hold |
17,782
| – | – | 0.05% | 472 |
|
|
2019
Q3 | $1.1M | Sell |
17,782
-277
| -2% | -$17.1K | 0.05% | 463 |
|
|
2019
Q2 | $997K | Sell |
18,059
-495
| -3% | -$27.3K | 0.05% | 520 |
|
|
2019
Q1 | $958K | Hold |
18,554
| – | – | 0.04% | 526 |
|
|
2018
Q4 | $814K | Sell |
18,554
-370
| -2% | -$16.2K | 0.04% | 532 |
|
|
2018
Q3 | $825K | Sell |
18,924
-772
| -4% | -$33.7K | 0.04% | 605 |
|
|
2018
Q2 | $912K | Sell |
19,696
-1,563
| -7% | -$72.4K | 0.04% | 566 |
|
|
2018
Q1 | $949K | Sell |
21,259
-866
| -4% | -$38.7K | 0.05% | 537 |
|
|
2017
Q4 | $1.07M | Sell |
22,125
-307
| -1% | -$14.9K | 0.05% | 515 |
|
|
2017
Q3 | $1.08M | Sell |
22,432
-49
| -0.2% | -$2.36K | 0.05% | 488 |
|
|
2017
Q2 | $1.08M | Sell |
22,481
-366
| -2% | -$17.5K | 0.05% | 499 |
|
|
2017
Q1 | $1.14M | Sell |
22,847
-600
| -3% | -$29.9K | 0.06% | 456 |
|
|
2016
Q4 | $1.15M | Hold |
23,447
| – | – | 0.06% | 447 |
|
|
2016
Q3 | $1.2M | Buy |
23,447
+4,843
| +26% | +$248K | 0.07% | 391 |
|
|
2016
Q2 | $997K | Buy |
18,604
+1,550
| +9% | +$83.1K | 0.06% | 301 |
|
|
2016
Q1 | $882K | Hold |
17,054
| – | – | 0.06% | 349 |
|
|
2015
Q4 | $798K | Hold |
17,054
| – | – | 0.05% | 363 |
|
|
2015
Q3 | $762K | Hold |
17,054
| – | – | 0.05% | 360 |
|
|
2015
Q2 | $715K | Sell |
17,054
-2,378
| -12% | -$99.7K | 0.05% | 418 |
|
|
2015
Q1 | $860K | Hold |
19,432
| – | – | 0.06% | 359 |
|
|
2014
Q4 | $954K | Buy |
19,432
+2,999
| +18% | +$147K | 0.07% | 301 |
|
|
2014
Q3 | $717K | Sell |
16,433
-980
| -6% | -$42.8K | 0.05% | 404 |
|
|
2014
Q2 | $790K | Sell |
17,413
-240
| -1% | -$10.9K | 0.06% | 377 |
|
|
2014
Q1 | $776K | Sell |
17,653
-856
| -5% | -$37.6K | 0.06% | 368 |
|
|
2013
Q4 | $761K | Sell |
18,509
-45,000
| -71% | -$1.85M | 0.06% | 383 |
|
|
2013
Q3 | $2.62M | Buy |
63,509
+18,509
| +41% | +$762K | 0.25% | 90 |
|
|
2013
Q2 | $1.99M | Buy |
+45,000
| New | +$1.99M | 0.54% | 58 |
|