CIBC World Market’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
125,486
+34,150
| +37% | +$3.14M | 0.02% | 319 |
|
|
2025
Q1 | $8.4M | Sell |
91,336
-61,403
| -40% | -$5.65M | 0.02% | 345 |
|
|
2024
Q4 | $12.6M | Buy |
152,739
+95,175
| +165% | +$7.83M | 0.03% | 259 |
|
|
2024
Q3 | $5.19M | Buy |
57,564
+23,124
| +67% | +$2.09M | 0.01% | 423 |
|
|
2024
Q2 | $2.67M | Buy |
34,440
+2,045
| +6% | +$159K | 0.01% | 527 |
|
|
2024
Q1 | $2.32M | Buy |
32,395
+913
| +3% | +$65.5K | 0.01% | 557 |
|
|
2023
Q4 | $2.21M | Sell |
31,482
-2,913
| -8% | -$204K | 0.01% | 515 |
|
|
2023
Q3 | $2.23M | Sell |
34,395
-14,808
| -30% | -$958K | 0.01% | 471 |
|
|
2023
Q2 | $3.46M | Sell |
49,203
-11,464
| -19% | -$805K | 0.01% | 405 |
|
|
2023
Q1 | $4.22M | Sell |
60,667
-7,122
| -11% | -$496K | 0.01% | 351 |
|
|
2022
Q4 | $4.84M | Buy |
67,789
+252
| +0.4% | +$18K | 0.02% | 317 |
|
|
2022
Q3 | $4.59M | Sell |
67,537
-2,446
| -3% | -$166K | 0.02% | 303 |
|
|
2022
Q2 | $4.99M | Sell |
69,983
-10,230
| -13% | -$729K | 0.02% | 317 |
|
|
2022
Q1 | $5.82M | Buy |
80,213
+7,176
| +10% | +$520K | 0.02% | 314 |
|
|
2021
Q4 | $5.01M | Buy |
73,037
+4,809
| +7% | +$330K | 0.01% | 348 |
|
|
2021
Q3 | $4.23M | Sell |
68,228
-11,097
| -14% | -$688K | 0.01% | 353 |
|
|
2021
Q2 | $4.8M | Sell |
79,325
-4,616
| -5% | -$279K | 0.01% | 336 |
|
|
2021
Q1 | $5.22M | Buy |
83,941
+5,406
| +7% | +$336K | 0.02% | 312 |
|
|
2020
Q4 | $4.82M | Buy |
78,535
+18,036
| +30% | +$1.11M | 0.02% | 317 |
|
|
2020
Q3 | $3.28M | Sell |
60,499
-4,607
| -7% | -$250K | 0.01% | 345 |
|
|
2020
Q2 | $3.38M | Sell |
65,106
-5,074
| -7% | -$263K | 0.02% | 329 |
|
|
2020
Q1 | $3.8M | Sell |
70,180
-23,558
| -25% | -$1.28M | 0.02% | 259 |
|
|
2019
Q4 | $5.97M | Buy |
93,738
+6,416
| +7% | +$409K | 0.02% | 247 |
|
|
2019
Q3 | $5.39M | Sell |
87,322
-41,761
| -32% | -$2.58M | 0.02% | 243 |
|
|
2019
Q2 | $7.14M | Buy |
129,083
+2,078
| +2% | +$115K | 0.03% | 206 |
|
|
2019
Q1 | $6.56M | Buy |
127,005
+11,244
| +10% | +$581K | 0.03% | 215 |
|
|
2018
Q4 | $5.08M | Buy |
115,761
+8,894
| +8% | +$391K | 0.03% | 242 |
|
|
2018
Q3 | $4.66M | Buy |
106,867
+1,071
| +1% | +$46.7K | 0.02% | 300 |
|
|
2018
Q2 | $4.9M | Buy |
105,796
+5,139
| +5% | +$238K | 0.02% | 273 |
|
|
2018
Q1 | $4.5M | Sell |
100,657
-58,874
| -37% | -$2.63M | 0.02% | 289 |
|
|
2017
Q4 | $7.67M | Sell |
159,531
-79,878
| -33% | -$3.84M | 0.03% | 147 |
|
|
2017
Q3 | $11.8M | Buy |
239,409
+71,876
| +43% | +$3.53M | 0.06% | 118 |
|
|
2017
Q2 | $8.02M | Buy |
167,533
+30,427
| +22% | +$1.46M | 0.03% | 219 |
|
|
2017
Q1 | $6.83M | Buy |
137,106
+82,163
| +150% | +$4.09M | 0.02% | 214 |
|
|
2016
Q4 | $2.7M | Sell |
54,943
-16,599
| -23% | -$817K | 0.01% | 330 |
|
|
2016
Q3 | $3.67M | Buy |
71,542
+19,245
| +37% | +$987K | 0.01% | 242 |
|
|
2016
Q2 | $2.81M | Buy |
52,297
+31,360
| +150% | +$1.68M | 0.01% | 276 |
|
|
2016
Q1 | $1.08M | Sell |
20,937
-3,150
| -13% | -$163K | 0.01% | 427 |
|
|
2015
Q4 | $1.13M | Buy |
24,087
+3,214
| +15% | +$150K | 0.01% | 449 |
|
|
2015
Q3 | $933K | Buy |
20,873
+11,646
| +126% | +$521K | ﹤0.01% | 489 |
|
|
2015
Q2 | $387K | Buy |
9,227
+4,657
| +102% | +$195K | ﹤0.01% | 696 |
|
|
2015
Q1 | $202K | Buy |
+4,570
| New | +$202K | ﹤0.01% | 735 |
|
|
2014
Q4 | – | Sell |
-6,954
| Closed | -$304K | – | 845 |
|
|
2014
Q3 | $304K | Sell |
6,954
-299
| -4% | -$13.1K | ﹤0.01% | 642 |
|
|
2014
Q2 | $329K | Sell |
7,253
-867
| -11% | -$39.3K | ﹤0.01% | 601 |
|
|
2014
Q1 | $357K | Sell |
8,120
-1,229
| -13% | -$54K | ﹤0.01% | 601 |
|
|
2013
Q4 | $384K | Sell |
9,349
-1,394
| -13% | -$57.3K | ﹤0.01% | 564 |
|
|
2013
Q3 | $442K | Sell |
10,743
-390
| -4% | -$16K | ﹤0.01% | 458 |
|
|
2013
Q2 | $491K | Buy |
+11,133
| New | +$491K | ﹤0.01% | 398 |
|