Ancora Advisors’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 | $891K | Buy |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $989K | Buy |
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|
2024
Q2 | $777K | Sell |
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|
2024
Q1 | $735K | Buy |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $635K | Hold |
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|
2023
Q2 | $690K | Hold |
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|
2023
Q1 | $683K | Sell |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $668K | Sell |
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|
2021
Q4 | $668K | Sell |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $600K | Sell |
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|
2021
Q1 | $691K | Sell |
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|
2020
Q4 | $697K | Sell |
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|
2020
Q3 | $641K | Hold |
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|
2020
Q2 | $613K | Sell |
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|
2020
Q1 | $661K | Sell |
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|
2019
Q4 | $780K | Hold |
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|
2019
Q3 | $757K | Sell |
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|
2019
Q2 | $743K | Sell |
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|
2019
Q1 | $998K | Sell |
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|
2018
Q4 | $862K | Sell |
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|
2018
Q3 | $857K | Sell |
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|
2018
Q2 | $921K | Sell |
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|
2018
Q1 | $991K | Buy |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $972K | Sell |
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|
2017
Q2 | $1M | Buy |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $390K | Hold |
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|
2016
Q2 | $408K | Hold |
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|
2016
Q1 | $393K | Hold |
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|
2015
Q4 | $356K | Hold |
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|
2015
Q3 | $340K | Hold |
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|
2015
Q2 | $318K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $373K | Buy |
|