Cetera Advisors’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 | $14.6M | Buy |
203,869
+85,777
| +73% | +$5.92M | 0.12% | 165 |
|
|
2023
Q4 | $8.28M | Buy |
118,092
+3,884
| +3% | +$267K | 0.11% | 174 |
|
|
2023
Q3 | $7.39M | Buy |
114,208
+1,870
| +2% | +$130K | 0.12% | 181 |
|
|
2023
Q2 | $7.89M | Buy |
112,338
+2,052
| +2% | +$147K | 0.12% | 171 |
|
|
2023
Q1 | $7.67M | Buy |
110,286
+14,979
| +16% | +$1.01M | 0.13% | 169 |
|
|
2022
Q4 | $6.81M | Buy |
95,307
+6,164
| +7% | +$412K | 0.12% | 179 |
|
|
2022
Q3 | $6.06M | Buy |
89,143
+638
| +0.7% | +$48.3K | 0.16% | 148 |
|
|
2022
Q2 | $6.31M | Buy |
88,505
+266
| +0.3% | +$19.5K | 0.14% | 148 |
|
|
2022
Q1 | $6.4M | Sell |
88,239
-2,937
| -3% | -$199K | 0.13% | 157 |
|
|
2021
Q4 | $6.25M | Sell |
91,176
-1,643
| -2% | -$105K | 0.13% | 169 |
|
|
2021
Q3 | $5.75M | Buy |
92,819
+13,873
| +18% | +$893K | 0.11% | 185 |
|
|
2021
Q2 | $4.78M | Sell |
78,946
-4,034
| -5% | -$258K | 0.11% | 191 |
|
|
2021
Q1 | $5.16M | Buy |
82,980
+548
| +0.7% | +$32.8K | 0.14% | 148 |
|
|
2020
Q4 | $5.06M | Buy |
82,432
+4,996
| +6% | +$300K | 0.16% | 125 |
|
|
2020
Q3 | $4.2M | Buy |
77,436
+23,591
| +44% | +$1.26M | 0.16% | 133 |
|
|
2020
Q2 | $2.79M | Buy |
53,845
+5,886
| +12% | +$327K | 0.12% | 176 |
|
|
2020
Q1 | $2.6M | Sell |
47,959
-2,419
| -5% | -$153K | 0.14% | 163 |
|
|
2019
Q4 | $3.21M | Sell |
50,378
-1,852
| -4% | -$115K | 0.14% | 155 |
|
|
2019
Q3 | $3.22M | Sell |
52,230
-9,428
| -15% | -$546K | 0.14% | 148 |
|
|
2019
Q2 | $3.42M | Sell |
61,658
-296
| -0.5% | -$15.8K | 0.15% | 141 |
|
|
2019
Q1 | $3.2M | Sell |
61,954
-6,700
| -10% | -$328K | 0.16% | 140 |
|
|
2018
Q4 | $3.02M | Sell |
68,654
-214
| -0.3% | -$9.73K | 0.18% | 130 |
|
|
2018
Q3 | $3M | Buy |
68,868
+3,114
| +5% | +$144K | 0.15% | 151 |
|
|
2018
Q2 | $3.05M | Sell |
65,754
-341
| -0.5% | -$15.3K | 0.18% | 134 |
|
|
2018
Q1 | $2.94M | Sell |
66,095
-1,589
| -2% | -$70.5K | 0.18% | 140 |
|
|
2017
Q4 | $3.25M | Sell |
67,684
-2,740
| -4% | -$140K | 0.2% | 115 |
|
|
2017
Q3 | $3.46M | Sell |
70,424
-4,828
| -6% | -$234K | 0.21% | 112 |
|
|
2017
Q2 | $3.6M | Buy |
75,252
+4,282
| +6% | +$215K | 0.23% | 109 |
|
|
2017
Q1 | $3.53M | Buy |
70,970
+4,041
| +6% | +$200K | 0.24% | 100 |
|
|
2016
Q4 | $3.3M | Buy |
66,929
+2,557
| +4% | +$126K | 0.25% | 96 |
|
|
2016
Q3 | $3.3M | Buy |
64,372
+3,793
| +6% | +$200K | 0.25% | 87 |
|
|
2016
Q2 | $3.25M | Buy |
60,579
+4,886
| +9% | +$246K | 0.25% | 86 |
|
|
2016
Q1 | $2.88M | Buy |
55,693
+387
| +0.7% | +$18.9K | 0.24% | 99 |
|
|
2015
Q4 | $2.59M | Buy |
55,306
+8,631
| +18% | +$391K | 0.22% | 114 |
|
|
2015
Q3 | $2.08M | Buy |
46,675
+10,019
| +27% | +$440K | 0.2% | 134 |
|
|
2015
Q2 | $1.53M | Buy |
36,656
+6,648
| +22% | +$290K | 0.13% | 176 |
|
|
2015
Q1 | $1.33M | Sell |
30,008
-2,953
| -9% | -$140K | 0.12% | 198 |
|
|
2014
Q4 | $1.62M | Buy |
32,961
+2,943
| +10% | +$139K | 0.16% | 161 |
|
|
2014
Q3 | $1.31M | Buy |
30,018
+587
| +2% | +$25.8K | 0.1% | 177 |
|
|
2014
Q2 | $1.34M | Buy |
29,431
+5,994
| +26% | +$265K | 0.15% | 170 |
|
|
2014
Q1 | $1.03M | Buy |
23,437
+3,680
| +19% | +$154K | 0.14% | 168 |
|
|
2013
Q4 | $808K | Buy |
19,757
+2,568
| +15% | +$106K | 0.12% | 195 |
|
|
2013
Q3 | $705K | Buy |
17,189
+549
| +3% | +$23.6K | 0.13% | 181 |
|
|
2013
Q2 | $732K | Buy |
+16,640
| New | +$765K | 0.15% | 170 |
|
Other funds holding SO
Cetera Advisors's SO Position: Q1 2024 in Review
Cetera Advisors increased its Southern Company (SO) stake by 73% in Q1 2024, buying an estimated $5.92M and bringing the position to 203,869 shares worth $14.6M. The position accounts for 0.12% of the portfolio, ranked #165.
Cetera Advisors first reported a position in SO in Q2 2013 and has held it in 44 quarters since. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.
- Cetera Advisors held 203,869 shares of Southern Company worth $14.6M as of Q1 2024.
- Cetera Advisors bought 85,777 Southern Company shares in Q1 2024, an estimated $5.92M.
- Southern Company made up 0.12% of Cetera Advisors's portfolio in Q1 2024, its #165 holding.
- Cetera Advisors first reported a position in Southern Company in Q2 2013 and has held it in 44 quarters since.
- 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.