Cetera Advisors’s Southern Company SO Stock Holding History

Cetera Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$14.6M	Buy	203,869 +85,777	+73%	+$6.15M	0.12%	165
2023 Q4	$8.28M	Buy	118,092 +3,884	+3%	+$272K	0.11%	174
2023 Q3	$7.39M	Buy	114,208 +1,870	+2%	+$121K	0.12%	181
2023 Q2	$7.89M	Buy	112,338 +2,052	+2%	+$144K	0.12%	171
2023 Q1	$7.67M	Buy	110,286 +14,979	+16%	+$1.04M	0.13%	169
2022 Q4	$6.81M	Buy	95,307 +6,164	+7%	+$440K	0.12%	179
2022 Q3	$6.06M	Buy	89,143 +638	+0.7%	+$43.4K	0.16%	148
2022 Q2	$6.31M	Buy	88,505 +266	+0.3%	+$19K	0.14%	148
2022 Q1	$6.4M	Sell	88,239 -2,937	-3%	-$213K	0.13%	157
2021 Q4	$6.25M	Sell	91,176 -1,643	-2%	-$113K	0.13%	169
2021 Q3	$5.75M	Buy	92,819 +13,873	+18%	+$860K	0.11%	185
2021 Q2	$4.78M	Sell	78,946 -4,034	-5%	-$244K	0.11%	191
2021 Q1	$5.16M	Buy	82,980 +548	+0.7%	+$34.1K	0.14%	148
2020 Q4	$5.06M	Buy	82,432 +4,996	+6%	+$307K	0.16%	125
2020 Q3	$4.2M	Buy	77,436 +23,591	+44%	+$1.28M	0.16%	133
2020 Q2	$2.79M	Buy	53,845 +5,886	+12%	+$305K	0.12%	176
2020 Q1	$2.6M	Sell	47,959 -2,419	-5%	-$131K	0.14%	163
2019 Q4	$3.21M	Sell	50,378 -1,852	-4%	-$118K	0.14%	155
2019 Q3	$3.22M	Sell	52,230 -9,428	-15%	-$582K	0.14%	148
2019 Q2	$3.42M	Sell	61,658 -296	-0.5%	-$16.4K	0.15%	141
2019 Q1	$3.2M	Sell	61,954 -6,700	-10%	-$346K	0.16%	140
2018 Q4	$3.02M	Sell	68,654 -214	-0.3%	-$9.41K	0.18%	130
2018 Q3	$3M	Buy	68,868 +3,114	+5%	+$136K	0.15%	151
2018 Q2	$3.05M	Sell	65,754 -341	-0.5%	-$15.8K	0.18%	134
2018 Q1	$2.94M	Sell	66,095 -1,589	-2%	-$70.8K	0.18%	140
2017 Q4	$3.25M	Sell	67,684 -2,740	-4%	-$132K	0.2%	115
2017 Q3	$3.47M	Sell	70,424 -4,828	-6%	-$238K	0.21%	112
2017 Q2	$3.6M	Buy	75,252 +4,282	+6%	+$205K	0.23%	109
2017 Q1	$3.53M	Buy	70,970 +4,041	+6%	+$201K	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%	+$195K	0.25%	87
2016 Q2	$3.25M	Buy	60,579 +4,886	+9%	+$262K	0.25%	86
2016 Q1	$2.88M	Buy	55,693 +387	+0.7%	+$20K	0.24%	99
2015 Q4	$2.59M	Buy	55,306 +8,631	+18%	+$404K	0.22%	114
2015 Q3	$2.08M	Buy	46,675 +10,019	+27%	+$445K	0.2%	134
2015 Q2	$1.53M	Buy	36,656 +6,648	+22%	+$277K	0.13%	176
2015 Q1	$1.33M	Sell	30,008 -2,953	-9%	-$131K	0.12%	198
2014 Q4	$1.62M	Buy	32,961 +2,943	+10%	+$145K	0.16%	161
2014 Q3	$1.31M	Buy	30,018 +587	+2%	+$25.6K	0.1%	172
2014 Q2	$1.34M	Buy	29,431 +5,994	+26%	+$273K	0.15%	170
2014 Q1	$1.03M	Buy	23,437 +3,680	+19%	+$162K	0.14%	168
2013 Q4	$808K	Buy	19,757 +2,568	+15%	+$105K	0.12%	195
2013 Q3	$705K	Buy	17,189 +549	+3%	+$22.5K	0.13%	181
2013 Q2	$732K	Buy	+16,640	New	+$732K	0.15%	170