Cetera Advisor Networks’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.7M | Sell |
204,643
-16,639
| -8% | -$1.15M | 0.07% | 284 |
|
|
2023
Q4 | $15.5M | Buy |
221,282
+15,259
| +7% | +$1.05M | 0.09% | 241 |
|
|
2023
Q3 | $13.3M | Buy |
206,023
+2,702
| +1% | +$188K | 0.08% | 248 |
|
|
2023
Q2 | $14.3M | Buy |
203,321
+7,124
| +4% | +$511K | 0.1% | 207 |
|
|
2023
Q1 | $13.7M | Buy |
196,197
+25,445
| +15% | +$1.71M | 0.1% | 218 |
|
|
2022
Q4 | $12.2M | Buy |
170,752
+47,806
| +39% | +$3.2M | 0.1% | 235 |
|
|
2022
Q3 | $8.36M | Buy |
122,946
+13,450
| +12% | +$1.02M | 0.1% | 225 |
|
|
2022
Q2 | $7.81M | Buy |
109,496
+7,549
| +7% | +$554K | 0.1% | 227 |
|
|
2022
Q1 | $7.39M | Sell |
101,947
-277
| -0.3% | -$18.8K | 0.09% | 234 |
|
|
2021
Q4 | $7.01M | Buy |
102,224
+2,833
| +3% | +$181K | 0.09% | 254 |
|
|
2021
Q3 | $6.16M | Buy |
99,391
+1,681
| +2% | +$108K | 0.08% | 251 |
|
|
2021
Q2 | $5.91M | Buy |
97,710
+57,992
| +146% | +$3.71M | 0.08% | 247 |
|
|
2021
Q1 | $2.47M | Sell |
39,718
-75
| -0.2% | -$4.49K | 0.05% | 320 |
|
|
2020
Q4 | $2.44M | Sell |
39,793
-775
| -2% | -$46.6K | 0.06% | 295 |
|
|
2020
Q3 | $2.2M | Sell |
40,568
-7,161
| -15% | -$383K | 0.06% | 291 |
|
|
2020
Q2 | $2.48M | Buy |
47,729
+4,110
| +9% | +$228K | 0.07% | 265 |
|
|
2020
Q1 | $2.36M | Sell |
43,619
-7,620
| -15% | -$483K | 0.08% | 234 |
|
|
2019
Q4 | $3.25M | Buy |
51,239
+657
| +1% | +$40.7K | 0.09% | 210 |
|
|
2019
Q3 | $3.12M | Sell |
50,582
-548
| -1% | -$31.8K | 0.09% | 195 |
|
|
2019
Q2 | $2.83M | Buy |
51,130
+57
| +0.1% | +$3.05K | 0.09% | 210 |
|
|
2019
Q1 | $2.64M | Buy |
51,073
+1,157
| +2% | +$56.7K | 0.09% | 216 |
|
|
2018
Q4 | $2.2M | Buy |
49,916
+698
| +1% | +$31.7K | 0.09% | 211 |
|
|
2018
Q3 | $2.15M | Buy |
49,218
+7,516
| +18% | +$346K | 0.07% | 224 |
|
|
2018
Q2 | $1.94M | Sell |
41,702
-1,468
| -3% | -$65.7K | 0.1% | 173 |
|
|
2018
Q1 | $1.93M | Sell |
43,170
-7,320
| -14% | -$325K | 0.08% | 199 |
|
|
2017
Q4 | $2.43M | Sell |
50,490
-8,562
| -14% | -$436K | 0.1% | 179 |
|
|
2017
Q3 | $2.9M | Sell |
59,052
-1,494
| -2% | -$72.4K | 0.13% | 151 |
|
|
2017
Q2 | $2.91M | Sell |
60,546
-161
| -0.3% | -$8.07K | 0.14% | 152 |
|
|
2017
Q1 | $3.02M | Buy |
60,707
+2,748
| +5% | +$136K | 0.14% | 146 |
|
|
2016
Q4 | $2.85M | Sell |
57,959
-17,634
| -23% | -$866K | 0.15% | 139 |
|
|
2016
Q3 | $3.88M | Buy |
75,593
+13,120
| +21% | +$691K | 0.15% | 147 |
|
|
2016
Q2 | $3.35M | Buy |
62,473
+5,872
| +10% | +$295K | 0.19% | 118 |
|
|
2016
Q1 | $2.93M | Sell |
56,601
-592
| -1% | -$28.8K | 0.18% | 122 |
|
|
2015
Q4 | $2.67M | Sell |
57,193
-2,770
| -5% | -$126K | 0.17% | 137 |
|
|
2015
Q3 | $2.68M | Sell |
59,963
-1,639
| -3% | -$71.9K | 0.18% | 123 |
|
|
2015
Q2 | $2.73M | Hold |
61,602
| – | – | 0.17% | 131 |
|
|
2015
Q1 | $2.73M | Sell |
61,602
-889
| -1% | -$42.2K | 0.18% | 130 |
|
|
2014
Q4 | $3.08M | Sell |
62,491
-23,244
| -27% | -$1.1M | 0.22% | 103 |
|
|
2014
Q3 | $3.75M | Sell |
85,735
-1,888
| -2% | -$82.9K | 0.26% | 82 |
|
|
2014
Q2 | $3.98M | Buy |
87,623
+1,613
| +2% | +$71.3K | 0.26% | 79 |
|
|
2014
Q1 | $3.78M | Buy |
86,010
+15,074
| +21% | +$632K | 0.27% | 75 |
|
|
2013
Q4 | $2.91M | Buy |
70,936
+495
| +0.7% | +$20.4K | 0.22% | 94 |
|
|
2013
Q3 | $2.89M | Buy |
70,441
+13,752
| +24% | +$592K | 0.25% | 90 |
|
|
2013
Q2 | $2.5M | Buy |
+56,689
| New | +$2.61M | 0.25% | 95 |
|
Other funds holding SO
Cetera Advisor Networks's SO Position: Q1 2024 in Review
Cetera Advisor Networks reduced its Southern Company (SO) stake by 7.5% in Q1 2024, selling an estimated $1.15M and leaving 204,643 shares worth $14.7M. The position accounts for 0.07% of the portfolio, ranked #284.
Cetera Advisor Networks first reported a position in SO in Q2 2013 and has held it in 44 quarters since. The position peaked at $15.5M in Q4 2023. 1,824 funds tracked by Wall St. Rank hold SO as of Q1 2024.
- Cetera Advisor Networks held 204,643 shares of Southern Company worth $14.7M as of Q1 2024.
- Cetera Advisor Networks sold 16,639 Southern Company shares in Q1 2024, an estimated $1.15M.
- Southern Company made up 0.07% of Cetera Advisor Networks's portfolio in Q1 2024, its #284 holding.
- Cetera Advisor Networks first reported a position in Southern Company in Q2 2013 and has held it in 44 quarters since.
- Cetera Advisor Networks's Southern Company position peaked at $15.5M in Q4 2023.
- 1,824 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.