Ancora Advisors’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 | $891K | Buy |
9,704
+203
| +2% | +$18.6K | 0.02% | 419 |
|
|
2025
Q1 | $874K | Buy |
9,501
+12
| +0.1% | +$1.1K | 0.02% | 410 |
|
|
2024
Q4 | $781K | Sell |
9,489
-1,477
| -13% | -$122K | 0.02% | 448 |
|
|
2024
Q3 | $989K | Buy |
10,966
+944
| +9% | +$85.1K | 0.02% | 386 |
|
|
2024
Q2 | $777K | Sell |
10,022
-223
| -2% | -$17.3K | 0.02% | 420 |
|
|
2024
Q1 | $735K | Buy |
10,245
+352
| +4% | +$25.3K | 0.02% | 431 |
|
|
2023
Q4 | $694K | Buy |
9,893
+75
| +0.8% | +$5.26K | 0.02% | 424 |
|
|
2023
Q3 | $635K | Hold |
9,818
| – | – | 0.02% | 415 |
|
|
2023
Q2 | $690K | Hold |
9,818
| – | – | 0.02% | 403 |
|
|
2023
Q1 | $683K | Sell |
9,818
-100
| -1% | -$6.96K | 0.02% | 404 |
|
|
2022
Q4 | $708K | Buy |
9,918
+19
| +0.2% | +$1.36K | 0.02% | 414 |
|
|
2022
Q3 | $673K | Buy |
9,899
+332
| +3% | +$22.6K | 0.02% | 430 |
|
|
2022
Q2 | $682K | Buy |
9,567
+360
| +4% | +$25.7K | 0.02% | 438 |
|
|
2022
Q1 | $668K | Sell |
9,207
-536
| -6% | -$38.9K | 0.02% | 463 |
|
|
2021
Q4 | $668K | Sell |
9,743
-127
| -1% | -$8.71K | 0.02% | 480 |
|
|
2021
Q3 | $612K | Sell |
9,870
-44
| -0.4% | -$2.73K | 0.02% | 483 |
|
|
2021
Q2 | $600K | Sell |
9,914
-1,200
| -11% | -$72.6K | 0.02% | 496 |
|
|
2021
Q1 | $691K | Sell |
11,114
-231
| -2% | -$14.4K | 0.02% | 446 |
|
|
2020
Q4 | $697K | Sell |
11,345
-469
| -4% | -$28.8K | 0.02% | 409 |
|
|
2020
Q3 | $641K | Hold |
11,814
| – | – | 0.03% | 384 |
|
|
2020
Q2 | $613K | Sell |
11,814
-386
| -3% | -$20K | 0.03% | 380 |
|
|
2020
Q1 | $661K | Sell |
12,200
-50
| -0.4% | -$2.71K | 0.03% | 396 |
|
|
2019
Q4 | $780K | Hold |
12,250
| – | – | 0.03% | 412 |
|
|
2019
Q3 | $757K | Sell |
12,250
-1,202
| -9% | -$74.3K | 0.03% | 377 |
|
|
2019
Q2 | $743K | Sell |
13,452
-5,852
| -30% | -$323K | 0.03% | 343 |
|
|
2019
Q1 | $998K | Sell |
19,304
-309
| -2% | -$16K | 0.05% | 305 |
|
|
2018
Q4 | $862K | Sell |
19,613
-31
| -0.2% | -$1.36K | 0.04% | 313 |
|
|
2018
Q3 | $857K | Sell |
19,644
-243
| -1% | -$10.6K | 0.03% | 375 |
|
|
2018
Q2 | $921K | Sell |
19,887
-2,298
| -10% | -$106K | 0.04% | 350 |
|
|
2018
Q1 | $991K | Buy |
22,185
+1,392
| +7% | +$62.2K | 0.04% | 333 |
|
|
2017
Q4 | $1M | Buy |
20,793
+1,001
| +5% | +$48.1K | 0.05% | 305 |
|
|
2017
Q3 | $972K | Sell |
19,792
-1,132
| -5% | -$55.6K | 0.06% | 330 |
|
|
2017
Q2 | $1M | Buy |
20,924
+426
| +2% | +$20.4K | 0.06% | 311 |
|
|
2017
Q1 | $1.02M | Sell |
20,498
-450
| -2% | -$22.4K | 0.07% | 296 |
|
|
2016
Q4 | $1.03M | Buy |
20,948
+13,348
| +176% | +$657K | 0.08% | 284 |
|
|
2016
Q3 | $390K | Hold |
7,600
| – | – | 0.04% | 372 |
|
|
2016
Q2 | $408K | Hold |
7,600
| – | – | 0.05% | 348 |
|
|
2016
Q1 | $393K | Hold |
7,600
| – | – | 0.05% | 340 |
|
|
2015
Q4 | $356K | Hold |
7,600
| – | – | 0.05% | 358 |
|
|
2015
Q3 | $340K | Hold |
7,600
| – | – | 0.04% | 359 |
|
|
2015
Q2 | $318K | Buy |
+7,600
| New | +$318K | 0.04% | 395 |
|
|
2015
Q1 | – | Sell |
-7,600
| Closed | -$373K | – | 376 |
|
|
2014
Q4 | $373K | Buy |
+7,600
| New | +$373K | 0.05% | 352 |
|