Aviva’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 | $1.72M | Buy |
18,714
+771
| +4% | +$70.8K | ﹤0.01% | 642 |
|
|
2025
Q1 | $1.65M | Hold |
17,943
| – | – | ﹤0.01% | 591 |
|
|
2024
Q4 | $1.48M | Hold |
17,943
| – | – | ﹤0.01% | 609 |
|
|
2024
Q3 | $1.62M | Buy |
17,943
+337
| +2% | +$30.4K | ﹤0.01% | 561 |
|
|
2024
Q2 | $1.37M | Buy |
17,606
+601
| +4% | +$46.6K | ﹤0.01% | 618 |
|
|
2024
Q1 | $1.22M | Buy |
17,005
+433
| +3% | +$31.1K | ﹤0.01% | 647 |
|
|
2023
Q4 | $1.16M | Hold |
16,572
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $1.07M | Hold |
16,572
| – | – | ﹤0.01% | 689 |
|
|
2023
Q2 | $1.16M | Buy |
16,572
+687
| +4% | +$48.3K | ﹤0.01% | 803 |
|
|
2023
Q1 | $1.11M | Hold |
15,885
| – | – | 0.01% | 848 |
|
|
2022
Q4 | $1.13M | Sell |
15,885
-139
| -0.9% | -$9.93K | 0.01% | 772 |
|
|
2022
Q3 | $1.09M | Sell |
16,024
-133,655
| -89% | -$9.09M | 0.01% | 901 |
|
|
2022
Q2 | $10.7M | Sell |
149,679
-46,260
| -24% | -$3.3M | 0.06% | 426 |
|
|
2022
Q1 | $14.2M | Sell |
195,939
-121,644
| -38% | -$8.82M | 0.07% | 348 |
|
|
2021
Q4 | $21.8M | Sell |
317,583
-6,032
| -2% | -$414K | 0.09% | 210 |
|
|
2021
Q3 | $20.1M | Sell |
323,615
-18,066
| -5% | -$1.12M | 0.09% | 222 |
|
|
2021
Q2 | $20.7M | Sell |
341,681
-10,144
| -3% | -$614K | 0.09% | 226 |
|
|
2021
Q1 | $21.9M | Buy |
351,825
+1,675
| +0.5% | +$104K | 0.11% | 187 |
|
|
2020
Q4 | $21.5M | Buy |
350,150
+9,150
| +3% | +$562K | 0.11% | 182 |
|
|
2020
Q3 | $18.5M | Sell |
341,000
-10,916
| -3% | -$592K | 0.11% | 170 |
|
|
2020
Q2 | $18.2M | Sell |
351,916
-14,098
| -4% | -$731K | 0.11% | 157 |
|
|
2020
Q1 | $19.8M | Buy |
366,014
+388
| +0.1% | +$21K | 0.15% | 132 |
|
|
2019
Q4 | $23.3M | Sell |
365,626
-1,687
| -0.5% | -$107K | 0.14% | 142 |
|
|
2019
Q3 | $22.7M | Sell |
367,313
-16,673
| -4% | -$1.03M | 0.15% | 135 |
|
|
2019
Q2 | $21.2M | Sell |
383,986
-5,720
| -1% | -$316K | 0.15% | 146 |
|
|
2019
Q1 | $20.1M | Buy |
389,706
+1,147
| +0.3% | +$59.3K | 0.14% | 158 |
|
|
2018
Q4 | $17.1M | Sell |
388,559
-102,787
| -21% | -$4.51M | 0.13% | 173 |
|
|
2018
Q3 | $21.4M | Sell |
491,346
-18,991
| -4% | -$828K | 0.12% | 183 |
|
|
2018
Q2 | $23.6M | Buy |
510,337
+3,387
| +0.7% | +$157K | 0.14% | 161 |
|
|
2018
Q1 | $22.6M | Sell |
506,950
-46,834
| -8% | -$2.09M | 0.14% | 159 |
|
|
2017
Q4 | $26.6M | Sell |
553,784
-79,757
| -13% | -$3.84M | 0.15% | 153 |
|
|
2017
Q3 | $31.1M | Buy |
633,541
+5,676
| +0.9% | +$279K | 0.17% | 145 |
|
|
2017
Q2 | $30.1M | Buy |
627,865
+20,875
| +3% | +$999K | 0.17% | 145 |
|
|
2017
Q1 | $30.2M | Sell |
606,990
-35,697
| -6% | -$1.78M | 0.17% | 132 |
|
|
2016
Q4 | $31.6M | Buy |
642,687
+40,550
| +7% | +$2M | 0.19% | 121 |
|
|
2016
Q3 | $30.9M | Buy |
602,137
+37,866
| +7% | +$1.94M | 0.19% | 112 |
|
|
2016
Q2 | $30.3M | Buy |
564,271
+98,840
| +21% | +$5.3M | 0.21% | 109 |
|
|
2016
Q1 | $24.1M | Buy |
465,431
+7,645
| +2% | +$395K | 0.18% | 124 |
|
|
2015
Q4 | $21.4M | Sell |
457,786
-1,635
| -0.4% | -$76.5K | 0.16% | 140 |
|
|
2015
Q3 | $20.5M | Sell |
459,421
-5,123
| -1% | -$229K | 0.17% | 144 |
|
|
2015
Q2 | $19.5M | Sell |
464,544
-14,190
| -3% | -$595K | 0.14% | 176 |
|
|
2015
Q1 | $21.2M | Buy |
478,734
+110,995
| +30% | +$4.91M | 0.15% | 156 |
|
|
2014
Q4 | $18.1M | Sell |
367,739
-630
| -0.2% | -$30.9K | 0.14% | 168 |
|
|
2014
Q3 | $16.1M | Buy |
368,369
+1,190
| +0.3% | +$51.9K | 0.13% | 187 |
|
|
2014
Q2 | $16.7M | Sell |
367,179
-72,561
| -17% | -$3.29M | 0.13% | 192 |
|
|
2014
Q1 | $19.3M | Sell |
439,740
-40,080
| -8% | -$1.76M | 0.16% | 160 |
|
|
2013
Q4 | $19.7M | Buy |
479,820
+259,227
| +118% | +$10.7M | 0.16% | 153 |
|
|
2013
Q3 | $9.08M | Buy |
220,593
+68,837
| +45% | +$2.83M | 0.08% | 273 |
|
|
2013
Q2 | $6.7M | Buy |
+151,756
| New | +$6.7M | 0.07% | 297 |
|