Azimuth Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.31M | Sell |
31,930
-150
| -0.5% | -$10.2K | 0.1% | 187 |
|
|
2021
Q4 | $2.2M | Sell |
32,080
-245
| -0.8% | -$15.6K | 0.09% | 191 |
|
|
2021
Q3 | $2M | Sell |
32,325
-1,730
| -5% | -$111K | 0.09% | 198 |
|
|
2021
Q2 | $2.06M | Buy |
34,055
+955
| +3% | +$61.1K | 0.09% | 196 |
|
|
2021
Q1 | $2.06M | Sell |
33,100
-100
| -0.3% | -$5.99K | 0.1% | 198 |
|
|
2020
Q4 | $2.04M | Sell |
33,200
-630
| -2% | -$37.9K | 0.1% | 190 |
|
|
2020
Q3 | $1.83M | Sell |
33,830
-565
| -2% | -$30.2K | 0.11% | 174 |
|
|
2020
Q2 | $1.78M | Sell |
34,395
-405
| -1% | -$22.5K | 0.11% | 175 |
|
|
2020
Q1 | $1.88M | Sell |
34,800
-1,445
| -4% | -$91.5K | 0.14% | 165 |
|
|
2019
Q4 | $2.31M | Sell |
36,245
-1,135
| -3% | -$70.3K | 0.14% | 170 |
|
|
2019
Q3 | $2.31M | Sell |
37,380
-400
| -1% | -$23.2K | 0.15% | 167 |
|
|
2019
Q2 | $2.09M | Sell |
37,780
-5,520
| -13% | -$296K | 0.14% | 170 |
|
|
2019
Q1 | $2.24M | Buy |
43,300
+1,965
| +5% | +$96.3K | 0.15% | 165 |
|
|
2018
Q4 | $1.81M | Sell |
41,335
-610
| -1% | -$27.7K | 0.14% | 165 |
|
|
2018
Q3 | $1.83M | Buy |
41,945
+585
| +1% | +$27K | 0.12% | 171 |
|
|
2018
Q2 | $1.92M | Buy |
41,360
+1,725
| +4% | +$77.2K | 0.14% | 171 |
|
|
2018
Q1 | $1.77M | Buy |
39,635
+1,875
| +5% | +$83.2K | 0.13% | 168 |
|
|
2017
Q4 | $1.82M | Buy |
37,760
+370
| +1% | +$18.9K | 0.13% | 169 |
|
|
2017
Q3 | $1.84M | Buy |
37,390
+3,425
| +10% | +$166K | 0.14% | 170 |
|
|
2017
Q2 | $1.63M | Sell |
33,965
-10
| -0% | -$501 | 0.13% | 172 |
|
|
2017
Q1 | $1.69M | Buy |
33,975
+375
| +1% | +$18.5K | 0.14% | 171 |
|
|
2016
Q4 | $1.65M | Buy |
33,600
+640
| +2% | +$31.4K | 0.14% | 168 |
|
|
2016
Q3 | $1.69M | Sell |
32,960
-770
| -2% | -$40.5K | 0.15% | 161 |
|
|
2016
Q2 | $1.81M | Sell |
33,730
-1,015
| -3% | -$51K | 0.16% | 152 |
|
|
2016
Q1 | $1.8M | Buy |
34,745
+180
| +0.5% | +$8.77K | 0.17% | 148 |
|
|
2015
Q4 | $1.62M | Sell |
34,565
-315
| -0.9% | -$14.3K | 0.16% | 158 |
|
|
2015
Q3 | $1.56M | Sell |
34,880
-1,225
| -3% | -$53.7K | 0.16% | 161 |
|
|
2015
Q2 | $1.51M | Buy |
36,105
+6,628
| +22% | +$289K | 0.15% | 167 |
|
|
2015
Q1 | $1.3M | Buy |
29,477
+1,200
| +4% | +$57K | 0.13% | 175 |
|
|
2014
Q4 | $1.39M | Buy |
28,277
+1,935
| +7% | +$91.4K | 0.14% | 167 |
|
|
2014
Q3 | $1.15M | Buy |
26,342
+1,525
| +6% | +$67K | 0.13% | 178 |
|
|
2014
Q2 | $1.13M | Buy |
24,817
+5,030
| +25% | +$222K | 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% | +$165K | 0.09% | 189 |
|
|
2013
Q2 | $532K | Buy |
+12,055
| New | +$554K | 0.09% | 176 |
|
Other funds holding SO
Azimuth Capital Management's SO Position: Q1 2022 in Review
Azimuth Capital Management reduced its Southern Company (SO) stake by 0.47% in Q1 2022, selling an estimated $10.2K and leaving 31,930 shares worth $2.31M. The position accounts for 0.1% of the portfolio, ranked #187.
Azimuth Capital Management first reported a position in SO in Q2 2013 and has held it in 36 quarters since. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.
- Azimuth Capital Management held 31,930 shares of Southern Company worth $2.31M as of Q1 2022.
- Azimuth Capital Management sold 150 Southern Company shares in Q1 2022, an estimated $10.2K.
- Southern Company made up 0.1% of Azimuth Capital Management's portfolio in Q1 2022, its #187 holding.
- Azimuth Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 36 quarters since.
- 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.
Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.