BOK Financial’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
$3.17M Sell
34,518
-486
-1% -$44.6K 0.05% 268
2025
Q1
$3.22M Sell
35,004
-1,400
-4% -$129K 0.06% 257
2024
Q4
$2.96M Sell
36,404
-237
-0.6% -$19.3K 0.05% 272
2024
Q3
$3.32M Buy
36,641
+644
+2% +$58.4K 0.06% 256
2024
Q2
$2.79M Sell
35,997
-595
-2% -$46.2K 0.05% 298
2024
Q1
$2.6M Sell
36,592
-483
-1% -$34.3K 0.05% 321
2023
Q4
$2.6M Sell
37,075
-78
-0.2% -$5.47K 0.05% 306
2023
Q3
$2.5M Buy
37,153
+8,436
+29% +$568K 0.06% 283
2023
Q2
$2.02M Sell
28,717
-5,129
-15% -$360K 0.04% 342
2023
Q1
$2.36M Sell
33,846
-31,155
-48% -$2.17M 0.05% 317
2022
Q4
$4.64M Buy
65,001
+1,264
+2% +$90.3K 0.09% 218
2022
Q3
$4.34M Sell
63,737
-899
-1% -$61.1K 0.09% 215
2022
Q2
$4.61M Sell
64,636
-2,871
-4% -$205K 0.09% 215
2022
Q1
$4.9M Sell
67,507
-7,226
-10% -$524K 0.08% 227
2021
Q4
$5.13M Sell
74,733
-996
-1% -$68.3K 0.08% 233
2021
Q3
$4.69M Buy
+75,729
New +$4.69M 0.08% 246
2021
Q1
$4.81M Sell
77,451
-19,987
-21% -$1.24M 0.09% 217
2020
Q4
$5.99M Buy
97,438
+8,687
+10% +$534K 0.11% 178
2020
Q3
$4.81M Buy
88,751
+25,927
+41% +$1.41M 0.11% 194
2020
Q2
$3.26M Sell
62,824
-1,019
-2% -$52.8K 0.08% 241
2020
Q1
$3.46M Sell
63,843
-4,041
-6% -$219K 0.1% 206
2019
Q4
$4.33M Buy
67,884
+5,060
+8% +$322K 0.1% 216
2019
Q3
$3.88M Buy
62,824
+5,814
+10% +$359K 0.09% 227
2019
Q2
$3.15M Buy
57,010
+615
+1% +$34K 0.08% 263
2019
Q1
$2.92M Sell
56,395
-111
-0.2% -$5.74K 0.07% 272
2018
Q4
$2.48M Buy
56,506
+2,623
+5% +$115K 0.07% 278
2018
Q3
$2.35M Sell
53,883
-10,617
-16% -$463K 0.06% 340
2018
Q2
$2.99M Sell
64,500
-97
-0.2% -$4.49K 0.08% 290
2018
Q1
$2.89M Sell
64,597
-5,291
-8% -$236K 0.08% 282
2017
Q4
$3.36M Buy
69,888
+2,920
+4% +$140K 0.09% 256
2017
Q3
$3.29M Sell
66,968
-11,496
-15% -$565K 0.1% 241
2017
Q2
$3.76M Sell
78,464
-9,739
-11% -$466K 0.12% 197
2017
Q1
$4.39M Buy
88,203
+2,611
+3% +$130K 0.14% 174
2016
Q4
$4.21M Sell
85,592
-1,577
-2% -$77.6K 0.14% 166
2016
Q3
$4.47M Buy
87,169
+17,639
+25% +$905K 0.15% 159
2016
Q2
$3.73M Buy
69,530
+3,422
+5% +$184K 0.13% 169
2016
Q1
$3.42M Sell
66,108
-1,747
-3% -$90.4K 0.12% 192
2015
Q4
$3.18M Sell
67,855
-284
-0.4% -$13.3K 0.11% 213
2015
Q3
$3.05M Sell
68,139
-8,540
-11% -$382K 0.11% 212
2015
Q2
$3.21M Sell
76,679
-9,403
-11% -$394K 0.11% 217
2015
Q1
$3.81M Buy
86,082
+22,449
+35% +$994K 0.13% 191
2014
Q4
$3.13M Buy
63,633
+125
+0.2% +$6.14K 0.11% 214
2014
Q3
$2.77M Buy
63,508
+66
+0.1% +$2.88K 0.09% 241
2014
Q2
$2.88M Sell
63,442
-8,536
-12% -$387K 0.09% 237
2014
Q1
$3.16M Sell
71,978
-1,337
-2% -$58.7K 0.1% 215
2013
Q4
$3.01M Buy
73,315
+6,195
+9% +$255K 0.1% 222
2013
Q3
$2.76M Sell
67,120
-128,995
-66% -$5.31M 0.1% 223
2013
Q2
$8.65M Buy
+196,115
New +$8.65M 0.33% 68