Cetera Investment Advisers’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7M | Buy |
606,446
+30,490
| +5% | +$2.8M | 0.09% | 213 |
|
|
2025
Q1 | $53M | Buy |
575,956
+38,292
| +7% | +$3.52M | 0.1% | 201 |
|
|
2024
Q4 | $44.3M | Buy |
537,664
+17,192
| +3% | +$1.42M | 0.09% | 218 |
|
|
2024
Q3 | $46.9M | Sell |
520,472
-8,039
| -2% | -$725K | 0.1% | 195 |
|
|
2024
Q2 | $41M | Sell |
528,511
-6,197
| -1% | -$481K | 0.09% | 211 |
|
|
2024
Q1 | $38.4M | Buy |
534,708
+330,302
| +162% | +$23.7M | 0.09% | 219 |
|
|
2023
Q4 | $14.3M | Sell |
204,406
-1,839
| -0.9% | -$129K | 0.12% | 169 |
|
|
2023
Q3 | $13.3M | Sell |
206,245
-10,613
| -5% | -$687K | 0.12% | 164 |
|
|
2023
Q2 | $15.2M | Buy |
216,858
+25,978
| +14% | +$1.82M | 0.13% | 148 |
|
|
2023
Q1 | $13.3M | Buy |
190,880
+12,388
| +7% | +$862K | 0.12% | 162 |
|
|
2022
Q4 | $12.7M | Buy |
178,492
+70,235
| +65% | +$5.02M | 0.12% | 167 |
|
|
2022
Q3 | $7.36M | Sell |
108,257
-10,162
| -9% | -$691K | 0.15% | 143 |
|
|
2022
Q2 | $8.44M | Sell |
118,419
-155
| -0.1% | -$11.1K | 0.13% | 160 |
|
|
2022
Q1 | $8.6M | Sell |
118,574
-7,315
| -6% | -$530K | 0.12% | 170 |
|
|
2021
Q4 | $8.63M | Buy |
125,889
+7,155
| +6% | +$491K | 0.12% | 175 |
|
|
2021
Q3 | $7.36M | Buy |
118,734
+2,599
| +2% | +$161K | 0.12% | 191 |
|
|
2021
Q2 | $7.03M | Buy |
116,135
+13,352
| +13% | +$808K | 0.11% | 195 |
|
|
2021
Q1 | $6.39M | Sell |
102,783
-8,075
| -7% | -$502K | 0.13% | 181 |
|
|
2020
Q4 | $6.81M | Buy |
110,858
+73,313
| +195% | +$4.5M | 0.13% | 165 |
|
|
2020
Q3 | $2.04M | Buy |
37,545
+13,467
| +56% | +$730K | 0.17% | 144 |
|
|
2020
Q2 | $1.25M | Buy |
24,078
+3,071
| +15% | +$159K | 0.12% | 204 |
|
|
2020
Q1 | $1.14M | Sell |
21,007
-1,499
| -7% | -$81.1K | 0.14% | 170 |
|
|
2019
Q4 | $1.44M | Sell |
22,506
-2,601
| -10% | -$166K | 0.14% | 162 |
|
|
2019
Q3 | $1.55M | Buy |
25,107
+1,887
| +8% | +$116K | 0.19% | 134 |
|
|
2019
Q2 | $1.29M | Buy |
23,220
+85
| +0.4% | +$4.72K | 0.17% | 145 |
|
|
2019
Q1 | $1.2M | Buy |
23,135
+925
| +4% | +$47.8K | 0.17% | 142 |
|
|
2018
Q4 | $974K | Buy |
22,210
+989
| +5% | +$43.4K | 0.16% | 150 |
|
|
2018
Q3 | $924K | Buy |
21,221
+767
| +4% | +$33.4K | 0.13% | 171 |
|
|
2018
Q2 | $946K | Sell |
20,454
-798
| -4% | -$36.9K | 0.17% | 151 |
|
|
2018
Q1 | $947K | Sell |
21,252
-2,935
| -12% | -$131K | 0.18% | 148 |
|
|
2017
Q4 | $1.16M | Buy |
24,187
+7,931
| +49% | +$382K | 0.21% | 121 |
|
|
2017
Q3 | $801K | Buy |
16,256
+485
| +3% | +$23.9K | 0.18% | 162 |
|
|
2017
Q2 | $757K | Sell |
15,771
-1,572
| -9% | -$75.5K | 0.19% | 146 |
|
|
2017
Q1 | $863K | Buy |
17,343
+2,927
| +20% | +$146K | 0.24% | 117 |
|
|
2016
Q4 | $710K | Buy |
14,416
+6,720
| +87% | +$331K | 0.24% | 113 |
|
|
2016
Q3 | $396K | Sell |
7,696
-2,727
| -26% | -$140K | 0.17% | 152 |
|
|
2016
Q2 | $559K | Buy |
10,423
+238
| +2% | +$12.8K | 0.22% | 134 |
|
|
2016
Q1 | $524K | Buy |
10,185
+431
| +4% | +$22.2K | 0.23% | 127 |
|
|
2015
Q4 | $458K | Buy |
+9,754
| New | +$458K | 0.21% | 134 |
|