Azimuth Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.32M | Sell |
31,930
-150
| -0.5% | -$10.9K | 0.1% | 187 |
|
|
2021
Q4 | $2.2M | Sell |
32,080
-245
| -0.8% | -$16.8K | 0.09% | 191 |
|
|
2021
Q3 | $2M | Sell |
32,325
-1,730
| -5% | -$107K | 0.09% | 198 |
|
|
2021
Q2 | $2.06M | Buy |
34,055
+955
| +3% | +$57.8K | 0.09% | 196 |
|
|
2021
Q1 | $2.06M | Sell |
33,100
-100
| -0.3% | -$6.22K | 0.1% | 198 |
|
|
2020
Q4 | $2.04M | Sell |
33,200
-630
| -2% | -$38.7K | 0.1% | 190 |
|
|
2020
Q3 | $1.83M | Sell |
33,830
-565
| -2% | -$30.6K | 0.11% | 174 |
|
|
2020
Q2 | $1.78M | Sell |
34,395
-405
| -1% | -$21K | 0.11% | 175 |
|
|
2020
Q1 | $1.88M | Sell |
34,800
-1,445
| -4% | -$78.2K | 0.14% | 165 |
|
|
2019
Q4 | $2.31M | Sell |
36,245
-1,135
| -3% | -$72.3K | 0.14% | 170 |
|
|
2019
Q3 | $2.31M | Sell |
37,380
-400
| -1% | -$24.7K | 0.15% | 167 |
|
|
2019
Q2 | $2.09M | Sell |
37,780
-5,520
| -13% | -$305K | 0.14% | 170 |
|
|
2019
Q1 | $2.24M | Buy |
43,300
+1,965
| +5% | +$102K | 0.15% | 165 |
|
|
2018
Q4 | $1.82M | Sell |
41,335
-610
| -1% | -$26.8K | 0.14% | 165 |
|
|
2018
Q3 | $1.83M | Buy |
41,945
+585
| +1% | +$25.5K | 0.12% | 171 |
|
|
2018
Q2 | $1.92M | Buy |
41,360
+1,725
| +4% | +$79.9K | 0.14% | 171 |
|
|
2018
Q1 | $1.77M | Buy |
39,635
+1,875
| +5% | +$83.7K | 0.13% | 168 |
|
|
2017
Q4 | $1.82M | Buy |
37,760
+370
| +1% | +$17.8K | 0.13% | 169 |
|
|
2017
Q3 | $1.84M | Buy |
37,390
+3,425
| +10% | +$168K | 0.14% | 170 |
|
|
2017
Q2 | $1.63M | Sell |
33,965
-10
| -0% | -$479 | 0.13% | 172 |
|
|
2017
Q1 | $1.69M | Buy |
33,975
+375
| +1% | +$18.7K | 0.14% | 171 |
|
|
2016
Q4 | $1.65M | Buy |
33,600
+640
| +2% | +$31.5K | 0.14% | 168 |
|
|
2016
Q3 | $1.69M | Sell |
32,960
-770
| -2% | -$39.5K | 0.15% | 161 |
|
|
2016
Q2 | $1.81M | Sell |
33,730
-1,015
| -3% | -$54.4K | 0.16% | 152 |
|
|
2016
Q1 | $1.8M | Buy |
34,745
+180
| +0.5% | +$9.31K | 0.17% | 148 |
|
|
2015
Q4 | $1.62M | Sell |
34,565
-315
| -0.9% | -$14.7K | 0.16% | 158 |
|
|
2015
Q3 | $1.56M | Sell |
34,880
-1,225
| -3% | -$54.8K | 0.16% | 161 |
|
|
2015
Q2 | $1.51M | Buy |
36,105
+6,628
| +22% | +$278K | 0.15% | 167 |
|
|
2015
Q1 | $1.31M | Buy |
29,477
+1,200
| +4% | +$53.1K | 0.13% | 175 |
|
|
2014
Q4 | $1.39M | Buy |
28,277
+1,935
| +7% | +$95.1K | 0.14% | 167 |
|
|
2014
Q3 | $1.15M | Buy |
26,342
+1,525
| +6% | +$66.6K | 0.13% | 178 |
|
|
2014
Q2 | $1.13M | Buy |
24,817
+5,030
| +25% | +$228K | 0.13% | 177 |
|
|
2014
Q1 | $869K | Hold |
19,787
| – | – | 0.1% | 183 |
|
|
2013
Q4 | $813K | Buy |
19,787
+3,910
| +25% | +$161K | 0.1% | 185 |
|
|
2013
Q3 | $654K | Buy |
15,877
+3,822
| +32% | +$157K | 0.09% | 189 |
|
|
2013
Q2 | $532K | Buy |
+12,055
| New | +$532K | 0.09% | 176 |
|