Capital Research Global Investors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.7M | Buy |
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|
2025
Q1 | $75.8M | Buy |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $214M | Sell |
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|
2024
Q2 | $188M | Buy |
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|
2024
Q1 | $138M | Buy |
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|
2023
Q4 | $100M | Sell |
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|
2023
Q3 | $613M | Sell |
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|
2023
Q2 | $837M | Buy |
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|
2023
Q1 | $767M | Sell |
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|
2022
Q4 | $787M | Sell |
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|
2022
Q3 | $776M | Buy |
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|
2022
Q2 | $813M | Buy |
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|
2022
Q1 | $827M | Sell |
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|
2021
Q4 | $819M | Buy |
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|
2021
Q3 | $734M | Buy |
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|
2021
Q2 | $700M | Buy |
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|
2021
Q1 | $614M | Buy |
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|
2020
Q4 | $550M | Buy |
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|
2020
Q3 | $302M | Buy |
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|
2020
Q2 | $262M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $251M | Sell |
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|
2018
Q2 | $922M | Buy |
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|
2018
Q1 | $889M | Buy |
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|
2017
Q4 | $929M | Buy |
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|
2017
Q3 | $733M | Sell |
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|
2017
Q2 | $715M | Buy |
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|
2017
Q1 | $594M | Sell |
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|
2016
Q4 | $812M | Buy |
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|
2016
Q3 | $711M | Buy |
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|
2016
Q2 | $295M | Hold |
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|
2016
Q1 | $285M | Hold |
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|
2015
Q4 | $257M | Hold |
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|
2015
Q3 | $246M | Hold |
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|
2015
Q2 | $230M | Sell |
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|
2015
Q1 | $354M | Sell |
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|
2014
Q4 | $589M | Hold |
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|
2014
Q3 | $524M | Hold |
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|
2014
Q2 | $545M | Buy |
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|
2014
Q1 | $494M | Buy |
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|
2013
Q4 | $458M | Hold |
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|
2013
Q3 | $459M | Hold |
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|
2013
Q2 | $492M | Buy |
|