CIBC Private Wealth Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
139,372
-2,444
| -2% | -$224K | 0.02% | 324 |
|
|
2025
Q1 | $12.3M | Buy |
141,816
+3,993
| +3% | +$347K | 0.03% | 310 |
|
|
2024
Q4 | $11.4M | Sell |
137,823
-3,218
| -2% | -$267K | 0.02% | 325 |
|
|
2024
Q3 | $12.7M | Buy |
141,041
+1,611
| +1% | +$145K | 0.02% | 319 |
|
|
2024
Q2 | $10.8M | Buy |
139,430
+2,054
| +1% | +$160K | 0.02% | 320 |
|
|
2024
Q1 | $9.77M | Buy |
137,376
+6,097
| +5% | +$433K | 0.02% | 330 |
|
|
2023
Q4 | $9.21M | Buy |
131,279
+2,804
| +2% | +$197K | 0.02% | 324 |
|
|
2023
Q3 | $8.31M | Sell |
128,475
-8
| -0% | -$518 | 0.02% | 332 |
|
|
2023
Q2 | $9.03M | Sell |
128,483
-4,199
| -3% | -$295K | 0.02% | 335 |
|
|
2023
Q1 | $10.5M | Buy |
132,682
+14,098
| +12% | +$1.11M | 0.02% | 312 |
|
|
2022
Q4 | $2.3M | Sell |
118,584
-634
| -0.5% | -$12.3K | 0.01% | 408 |
|
|
2022
Q3 | $8.11M | Sell |
119,218
-1,763
| -1% | -$120K | 0.02% | 322 |
|
|
2022
Q2 | $8.63M | Buy |
120,981
+1,205
| +1% | +$85.9K | 0.02% | 318 |
|
|
2022
Q1 | $8.69M | Buy |
119,776
+5,673
| +5% | +$411K | 0.02% | 342 |
|
|
2021
Q4 | $7.82M | Buy |
114,103
+3,817
| +3% | +$262K | 0.02% | 358 |
|
|
2021
Q3 | $6.83M | Sell |
110,286
-30,436
| -22% | -$1.89M | 0.02% | 365 |
|
|
2021
Q2 | $8.52M | Sell |
140,722
-3,669
| -3% | -$222K | 0.02% | 354 |
|
|
2021
Q1 | $8.98M | Sell |
144,391
-2,985
| -2% | -$186K | 0.02% | 335 |
|
|
2020
Q4 | $9.05M | Buy |
147,376
+73,968
| +101% | +$4.54M | 0.02% | 333 |
|
|
2020
Q3 | $3.98M | Buy |
73,408
+19,027
| +35% | +$1.03M | 0.01% | 381 |
|
|
2020
Q2 | $2.82M | Sell |
54,381
-17,894
| -25% | -$928K | 0.01% | 348 |
|
|
2020
Q1 | $3.91M | Buy |
72,275
+26,319
| +57% | +$1.42M | 0.02% | 337 |
|
|
2019
Q4 | $2.93M | Buy |
45,956
+15,622
| +51% | +$995K | 0.01% | 416 |
|
|
2019
Q3 | $1.87M | Sell |
30,334
-1,909
| -6% | -$118K | 0.01% | 470 |
|
|
2019
Q2 | $1.78M | Buy |
32,243
+2,843
| +10% | +$157K | 0.01% | 483 |
|
|
2019
Q1 | $1.52M | Buy |
29,400
+2,923
| +11% | +$151K | 0.01% | 511 |
|
|
2018
Q4 | $1.16M | Buy |
26,477
+4,182
| +19% | +$184K | 0.01% | 540 |
|
|
2018
Q3 | $973K | Buy |
22,295
+335
| +2% | +$14.6K | ﹤0.01% | 664 |
|
|
2018
Q2 | $1.02M | Buy |
21,960
+722
| +3% | +$33.4K | ﹤0.01% | 647 |
|
|
2018
Q1 | $949K | Sell |
21,238
-4,883
| -19% | -$218K | ﹤0.01% | 649 |
|
|
2017
Q4 | $1.26M | Buy |
26,121
+2,389
| +10% | +$115K | 0.01% | 608 |
|
|
2017
Q3 | $1.17M | Buy |
23,732
+2,804
| +13% | +$138K | 0.01% | 604 |
|
|
2017
Q2 | $1M | Buy |
20,928
+2,975
| +17% | +$142K | 0.01% | 462 |
|
|
2017
Q1 | $893K | Sell |
17,953
-6,395
| -26% | -$318K | 0.01% | 460 |
|
|
2016
Q4 | $1.2M | Buy |
24,348
+1,223
| +5% | +$60.2K | 0.01% | 437 |
|
|
2016
Q3 | $1.19M | Sell |
23,125
-2,546
| -10% | -$131K | 0.01% | 431 |
|
|
2016
Q2 | $1.38M | Buy |
25,671
+4,654
| +22% | +$250K | 0.01% | 408 |
|
|
2016
Q1 | $1.09M | Buy |
21,017
+3,331
| +19% | +$172K | 0.01% | 434 |
|
|
2015
Q4 | $828K | Sell |
17,686
-8,964
| -34% | -$420K | 0.01% | 459 |
|
|
2015
Q3 | $1.19M | Sell |
26,650
-3,500
| -12% | -$156K | 0.01% | 420 |
|
|
2015
Q2 | $1.26M | Sell |
30,150
-156
| -0.5% | -$6.54K | 0.01% | 436 |
|
|
2015
Q1 | $1.34M | Buy |
30,306
+3,785
| +14% | +$167K | 0.01% | 430 |
|
|
2014
Q4 | $1.3M | Sell |
26,521
-13,124
| -33% | -$645K | 0.01% | 438 |
|
|
2014
Q3 | $1.73M | Sell |
39,645
-4,620
| -10% | -$202K | 0.01% | 384 |
|
|
2014
Q2 | $2.01M | Sell |
44,265
-3,727
| -8% | -$169K | 0.02% | 362 |
|
|
2014
Q1 | $2.08M | Buy |
+47,992
| New | +$2.08M | 0.02% | 357 |
|