Cambridge Investment Research Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.9M | Buy |
401,802
+7,624
| +2% | +$700K | 0.11% | 178 |
|
|
2025
Q1 | $36.2M | Sell |
394,178
-4,446
| -1% | -$409K | 0.12% | 156 |
|
|
2024
Q4 | $32.8M | Buy |
398,624
+15,923
| +4% | +$1.31M | 0.11% | 174 |
|
|
2024
Q3 | $34.5M | Buy |
382,701
+5,639
| +1% | +$509K | 0.12% | 172 |
|
|
2024
Q2 | $29.2M | Buy |
377,062
+6,223
| +2% | +$483K | 0.11% | 177 |
|
|
2024
Q1 | $26.6M | Sell |
370,839
-4,714
| -1% | -$338K | 0.1% | 182 |
|
|
2023
Q4 | $26.3M | Sell |
375,553
-70,224
| -16% | -$4.92M | 0.11% | 174 |
|
|
2023
Q3 | $28.9M | Buy |
445,777
+41,668
| +10% | +$2.7M | 0.13% | 144 |
|
|
2023
Q2 | $28.4M | Buy |
404,109
+4,792
| +1% | +$337K | 0.13% | 154 |
|
|
2023
Q1 | $27.8M | Sell |
399,317
-76,139
| -16% | -$5.3M | 0.14% | 149 |
|
|
2022
Q4 | $34M | Buy |
475,456
+17,956
| +4% | +$1.28M | 0.18% | 111 |
|
|
2022
Q3 | $31.1M | Buy |
457,500
+35,710
| +8% | +$2.43M | 0.18% | 107 |
|
|
2022
Q2 | $30.1M | Buy |
421,790
+14,907
| +4% | +$1.06M | 0.16% | 127 |
|
|
2022
Q1 | $29.5M | Buy |
406,883
+15,377
| +4% | +$1.11M | 0.14% | 158 |
|
|
2021
Q4 | $26.8M | Buy |
391,506
+7,528
| +2% | +$516K | 0.12% | 181 |
|
|
2021
Q3 | $23.8M | Buy |
383,978
+5,501
| +1% | +$341K | 0.12% | 181 |
|
|
2021
Q2 | $22.9M | Buy |
378,477
+2,000
| +0.5% | +$121K | 0.11% | 193 |
|
|
2021
Q1 | $23.4M | Buy |
376,477
+8,071
| +2% | +$502K | 0.13% | 167 |
|
|
2020
Q4 | $22.6M | Buy |
368,406
+28,244
| +8% | +$1.74M | 0.13% | 155 |
|
|
2020
Q3 | $18.4M | Buy |
340,162
+16,073
| +5% | +$871K | 0.12% | 171 |
|
|
2020
Q2 | $16.8M | Buy |
324,089
+32,822
| +11% | +$1.7M | 0.13% | 172 |
|
|
2020
Q1 | $15.8M | Buy |
291,267
+2,530
| +0.9% | +$137K | 0.15% | 142 |
|
|
2019
Q4 | $18.4M | Sell |
288,737
-7,290
| -2% | -$464K | 0.14% | 156 |
|
|
2019
Q3 | $18.3M | Buy |
296,027
+14,481
| +5% | +$895K | 0.16% | 132 |
|
|
2019
Q2 | $15.6M | Buy |
281,546
+11,402
| +4% | +$630K | 0.14% | 153 |
|
|
2019
Q1 | $14M | Buy |
270,144
+28,803
| +12% | +$1.49M | 0.13% | 159 |
|
|
2018
Q4 | $10.6M | Buy |
241,341
+14,754
| +7% | +$648K | 0.12% | 178 |
|
|
2018
Q3 | $9.88M | Sell |
226,587
-12,849
| -5% | -$560K | 0.09% | 212 |
|
|
2018
Q2 | $11.1M | Sell |
239,436
-9,862
| -4% | -$457K | 0.12% | 170 |
|
|
2018
Q1 | $11.1M | Buy |
249,298
+11,051
| +5% | +$494K | 0.13% | 162 |
|
|
2017
Q4 | $11.5M | Buy |
238,247
+21,004
| +10% | +$1.01M | 0.13% | 155 |
|
|
2017
Q3 | $10.7M | Buy |
217,243
+6,974
| +3% | +$343K | 0.14% | 141 |
|
|
2017
Q2 | $10.1M | Buy |
210,269
+12,526
| +6% | +$600K | 0.15% | 127 |
|
|
2017
Q1 | $9.84M | Buy |
197,743
+24,248
| +14% | +$1.21M | 0.17% | 114 |
|
|
2016
Q4 | $8.53M | Buy |
173,495
+19,470
| +13% | +$958K | 0.16% | 123 |
|
|
2016
Q3 | $7.9M | Sell |
154,025
-7,362
| -5% | -$378K | 0.15% | 125 |
|
|
2016
Q2 | $8.66M | Sell |
161,387
-1,919
| -1% | -$103K | 0.18% | 109 |
|
|
2016
Q1 | $8.45M | Sell |
163,306
-2,635
| -2% | -$136K | 0.19% | 106 |
|
|
2015
Q4 | $7.76M | Buy |
165,941
+9,739
| +6% | +$456K | 0.18% | 113 |
|
|
2015
Q3 | $6.98M | Buy |
156,202
+8,021
| +5% | +$359K | 0.2% | 105 |
|
|
2015
Q2 | $6.21M | Buy |
148,181
+3,654
| +3% | +$153K | 0.17% | 123 |
|
|
2015
Q1 | $6.4M | Sell |
144,527
-20,135
| -12% | -$892K | 0.18% | 116 |
|
|
2014
Q4 | $8.09M | Buy |
164,662
+4,565
| +3% | +$224K | 0.25% | 84 |
|
|
2014
Q3 | $6.99M | Buy |
160,097
+7,616
| +5% | +$332K | 0.21% | 106 |
|
|
2014
Q2 | $6.92M | Buy |
152,481
+5,533
| +4% | +$251K | 0.24% | 92 |
|
|
2014
Q1 | $6.46M | Buy |
146,948
+2,697
| +2% | +$119K | 0.24% | 90 |
|
|
2013
Q4 | $5.93M | Buy |
144,251
+11,597
| +9% | +$477K | 0.24% | 91 |
|
|
2013
Q3 | $5.46M | Buy |
132,654
+5,401
| +4% | +$222K | 0.24% | 92 |
|
|
2013
Q2 | $5.62M | Buy |
+127,253
| New | +$5.62M | 0.29% | 76 |
|