Becker 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
234,052
+11,734
| +5% | +$1.08M | 0.67% | 55 |
|
|
2025
Q1 | $20.4M | Buy |
222,318
+9,952
| +5% | +$915K | 0.67% | 55 |
|
|
2024
Q4 | $17.5M | Buy |
212,366
+16,837
| +9% | +$1.39M | 0.57% | 59 |
|
|
2024
Q3 | $17.6M | Buy |
195,529
+3,498
| +2% | +$315K | 0.57% | 58 |
|
|
2024
Q2 | $14.9M | Sell |
192,031
-1,264
| -0.7% | -$98K | 0.51% | 63 |
|
|
2024
Q1 | $13.9M | Buy |
193,295
+8,235
| +4% | +$591K | 0.48% | 65 |
|
|
2023
Q4 | $13M | Buy |
185,060
+22,797
| +14% | +$1.6M | 0.47% | 76 |
|
|
2023
Q3 | $10.5M | Buy |
162,263
+984
| +0.6% | +$63.7K | 0.42% | 80 |
|
|
2023
Q2 | $11.3M | Buy |
161,279
+25,256
| +19% | +$1.77M | 0.43% | 77 |
|
|
2023
Q1 | $9.46M | Buy |
136,023
+8,308
| +7% | +$578K | 0.37% | 80 |
|
|
2022
Q4 | $9.12M | Buy |
127,715
+4,899
| +4% | +$350K | 0.42% | 74 |
|
|
2022
Q3 | $8.35M | Buy |
122,816
+2,215
| +2% | +$151K | 0.44% | 73 |
|
|
2022
Q2 | $8.6M | Sell |
120,601
-637
| -0.5% | -$45.4K | 0.41% | 71 |
|
|
2022
Q1 | $8.79M | Sell |
121,238
-6,780
| -5% | -$492K | 0.35% | 78 |
|
|
2021
Q4 | $8.78M | Sell |
128,018
-3,036
| -2% | -$208K | 0.35% | 76 |
|
|
2021
Q3 | $8.12M | Buy |
131,054
+4,805
| +4% | +$298K | 0.34% | 77 |
|
|
2021
Q2 | $7.64M | Sell |
126,249
-3,106
| -2% | -$188K | 0.32% | 78 |
|
|
2021
Q1 | $8.04M | Sell |
129,355
-392
| -0.3% | -$24.4K | 0.36% | 78 |
|
|
2020
Q4 | $7.97M | Sell |
129,747
-18,449
| -12% | -$1.13M | 0.39% | 74 |
|
|
2020
Q3 | $8.04M | Sell |
148,196
-4,585
| -3% | -$249K | 0.45% | 66 |
|
|
2020
Q2 | $7.92M | Sell |
152,781
-8,487
| -5% | -$440K | 0.45% | 71 |
|
|
2020
Q1 | $8.73M | Sell |
161,268
-85,091
| -35% | -$4.61M | 0.53% | 63 |
|
|
2019
Q4 | $15.7M | Buy |
246,359
+781
| +0.3% | +$49.7K | 0.56% | 68 |
|
|
2019
Q3 | $15.2M | Buy |
245,578
+239,495
| +3,937% | +$14.8M | 0.58% | 67 |
|
|
2019
Q2 | $336K | Sell |
6,083
-410
| -6% | -$22.6K | 0.01% | 145 |
|
|
2019
Q1 | $336K | Sell |
6,493
-1,000
| -13% | -$51.7K | 0.01% | 163 |
|
|
2018
Q4 | $329K | Hold |
7,493
| – | – | 0.01% | 146 |
|
|
2018
Q3 | $327K | Buy |
7,493
+1,000
| +15% | +$43.6K | 0.01% | 152 |
|
|
2018
Q2 | $301K | Sell |
6,493
-5,000
| -44% | -$232K | 0.01% | 139 |
|
|
2018
Q1 | $513K | Buy |
11,493
+4,379
| +62% | +$195K | 0.02% | 124 |
|
|
2017
Q4 | $342K | Buy |
7,114
+1,000
| +16% | +$48.1K | 0.01% | 129 |
|
|
2017
Q3 | $300K | Hold |
6,114
| – | – | 0.01% | 130 |
|
|
2017
Q2 | $293K | Buy |
+6,114
| New | +$293K | 0.01% | 118 |
|