B. Metzler seel. Sohn & Co’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 | $2.15M | Sell |
23,387
-38,434
| -62% | -$3.53M | 0.02% | 368 |
|
|
2025
Q1 | $5.68M | Hold |
61,821
| – | – | 0.06% | 162 |
|
|
2024
Q4 | $5.09M | Buy |
61,821
+2,412
| +4% | +$199K | 0.05% | 165 |
|
|
2024
Q3 | $5.36M | Buy |
59,409
+763
| +1% | +$68.8K | 0.05% | 183 |
|
|
2024
Q2 | $4.55M | Sell |
58,646
-2,888
| -5% | -$224K | 0.04% | 197 |
|
|
2024
Q1 | $4.41M | Buy |
61,534
+1,522
| +3% | +$109K | 0.05% | 213 |
|
|
2023
Q4 | $4.21M | Buy |
60,012
+15,875
| +36% | +$1.11M | 0.05% | 202 |
|
|
2023
Q3 | $2.86M | Sell |
44,137
-11,521
| -21% | -$746K | 0.04% | 243 |
|
|
2023
Q2 | $3.91M | Hold |
55,658
| – | – | 0.05% | 244 |
|
|
2023
Q1 | $3.87M | Buy |
55,658
+11,320
| +26% | +$788K | 0.06% | 188 |
|
|
2022
Q4 | $3.17M | Buy |
44,338
+1,199
| +3% | +$85.6K | 0.05% | 212 |
|
|
2022
Q3 | $2.93M | Buy |
43,139
+3,644
| +9% | +$248K | 0.05% | 216 |
|
|
2022
Q2 | $2.82M | Sell |
39,495
-7,746
| -16% | -$552K | 0.05% | 234 |
|
|
2022
Q1 | $3.43M | Buy |
47,241
+2,521
| +6% | +$183K | 0.05% | 235 |
|
|
2021
Q4 | $3.06M | Buy |
44,720
+28,009
| +168% | +$1.91M | 0.04% | 254 |
|
|
2021
Q3 | $1.04M | Sell |
16,711
-2
| -0% | -$124 | 0.02% | 426 |
|
|
2021
Q2 | $1.01M | Sell |
16,713
-2,756
| -14% | -$167K | 0.02% | 436 |
|
|
2021
Q1 | $1.21M | Sell |
19,469
-600
| -3% | -$37.3K | 0.02% | 389 |
|
|
2020
Q4 | $1.23M | Buy |
+20,069
| New | +$1.23M | 0.02% | 359 |
|