Baird Financial Group’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 | $28.8M | Buy |
313,645
+33,995
| +12% | +$3.12M | 0.05% | 282 |
|
|
2025
Q1 | $25.7M | Sell |
279,650
-2,725
| -1% | -$251K | 0.05% | 296 |
|
|
2024
Q4 | $23.2M | Sell |
282,375
-8,325
| -3% | -$685K | 0.04% | 311 |
|
|
2024
Q3 | $26.2M | Sell |
290,700
-16,037
| -5% | -$1.45M | 0.05% | 296 |
|
|
2024
Q2 | $23.8M | Sell |
306,737
-12,926
| -4% | -$1M | 0.05% | 291 |
|
|
2024
Q1 | $22.9M | Sell |
319,663
-21,748
| -6% | -$1.56M | 0.05% | 301 |
|
|
2023
Q4 | $23.9M | Buy |
341,411
+33,041
| +11% | +$2.32M | 0.05% | 287 |
|
|
2023
Q3 | $20M | Sell |
308,370
-4,347
| -1% | -$281K | 0.05% | 288 |
|
|
2023
Q2 | $22M | Sell |
312,717
-12,056
| -4% | -$847K | 0.06% | 280 |
|
|
2023
Q1 | $22.6M | Sell |
324,773
-3,441
| -1% | -$239K | 0.06% | 283 |
|
|
2022
Q4 | $23.4M | Buy |
328,214
+16,498
| +5% | +$1.18M | 0.06% | 276 |
|
|
2022
Q3 | $21.2M | Buy |
311,716
+12,066
| +4% | +$820K | 0.06% | 280 |
|
|
2022
Q2 | $21.4M | Sell |
299,650
-10,709
| -3% | -$764K | 0.06% | 294 |
|
|
2022
Q1 | $22.5M | Sell |
310,359
-1,317
| -0.4% | -$95.5K | 0.06% | 294 |
|
|
2021
Q4 | $21.4M | Buy |
311,676
+676
| +0.2% | +$46.4K | 0.05% | 307 |
|
|
2021
Q3 | $19.3M | Buy |
311,000
+17,418
| +6% | +$1.08M | 0.05% | 316 |
|
|
2021
Q2 | $17.8M | Sell |
293,582
-10,229
| -3% | -$619K | 0.05% | 319 |
|
|
2021
Q1 | $18.9M | Buy |
303,811
+17,196
| +6% | +$1.07M | 0.05% | 307 |
|
|
2020
Q4 | $17.6M | Buy |
286,615
+12,900
| +5% | +$792K | 0.05% | 310 |
|
|
2020
Q3 | $14.8M | Buy |
273,715
+20,561
| +8% | +$1.11M | 0.05% | 312 |
|
|
2020
Q2 | $13.1M | Buy |
253,154
+5,175
| +2% | +$268K | 0.05% | 305 |
|
|
2020
Q1 | $13.4M | Sell |
247,979
-4,101
| -2% | -$222K | 0.06% | 281 |
|
|
2019
Q4 | $16.1M | Sell |
252,080
-747
| -0.3% | -$47.6K | 0.06% | 299 |
|
|
2019
Q3 | $15.6M | Buy |
252,827
+2,861
| +1% | +$177K | 0.06% | 284 |
|
|
2019
Q2 | $13.8M | Buy |
249,966
+128,537
| +106% | +$7.11M | 0.05% | 309 |
|
|
2019
Q1 | $6.28M | Buy |
121,429
+1,718
| +1% | +$88.8K | 0.04% | 394 |
|
|
2018
Q4 | $5.26M | Buy |
119,711
+10,317
| +9% | +$453K | 0.04% | 409 |
|
|
2018
Q3 | $4.72M | Sell |
109,394
-40,941
| -27% | -$1.77M | 0.03% | 460 |
|
|
2018
Q2 | $6.96M | Sell |
150,335
-778
| -0.5% | -$36K | 0.05% | 358 |
|
|
2018
Q1 | $6.75M | Sell |
151,113
-21,164
| -12% | -$945K | 0.05% | 360 |
|
|
2017
Q4 | $8.29M | Buy |
172,277
+4,743
| +3% | +$228K | 0.06% | 312 |
|
|
2017
Q3 | $8.23M | Buy |
167,534
+9,097
| +6% | +$447K | 0.06% | 304 |
|
|
2017
Q2 | $7.59M | Buy |
158,437
+4,104
| +3% | +$197K | 0.06% | 317 |
|
|
2017
Q1 | $7.68M | Sell |
154,333
-2,002
| -1% | -$99.7K | 0.06% | 309 |
|
|
2016
Q4 | $7.69M | Sell |
156,335
-22,298
| -12% | -$1.1M | 0.07% | 284 |
|
|
2016
Q3 | $9.16M | Buy |
178,633
+612
| +0.3% | +$31.4K | 0.08% | 251 |
|
|
2016
Q2 | $9.55M | Buy |
178,021
+3,953
| +2% | +$212K | 0.09% | 231 |
|
|
2016
Q1 | $9.01M | Buy |
174,068
+7,451
| +4% | +$385K | 0.09% | 241 |
|
|
2015
Q4 | $7.8M | Buy |
166,617
+34,768
| +26% | +$1.63M | 0.08% | 261 |
|
|
2015
Q3 | $5.89M | Sell |
131,849
-51,823
| -28% | -$2.32M | 0.06% | 292 |
|
|
2015
Q2 | $7.7M | Buy |
+183,672
| New | +$7.7M | 0.08% | 252 |
|