CWM
CIBC World Markets’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
138,210
+6,049
| +5% | +$555K | 0.08% | 177 |
|
|
2025
Q1 | $12.2M | Sell |
132,161
-40,655
| -24% | -$3.74M | 0.1% | 153 |
|
|
2024
Q4 | $14.2M | Buy |
172,816
+24,443
| +16% | +$2.01M | 0.08% | 175 |
|
|
2024
Q3 | $13.4M | Buy |
148,373
+7,541
| +5% | +$680K | 0.1% | 163 |
|
|
2024
Q2 | $10.9M | Buy |
140,832
+31,496
| +29% | +$2.44M | 0.07% | 180 |
|
|
2024
Q1 | $7.84M | Sell |
109,336
-226,044
| -67% | -$16.2M | 0.05% | 235 |
|
|
2023
Q4 | $23.5M | Buy |
335,380
+275,188
| +457% | +$19.3M | 0.13% | 124 |
|
|
2023
Q3 | $3.9M | Sell |
60,192
-67,589
| -53% | -$4.37M | 0.04% | 271 |
|
|
2023
Q2 | $8.98M | Buy |
127,781
+72,728
| +132% | +$5.11M | 0.07% | 183 |
|
|
2023
Q1 | $3.83M | Sell |
55,053
-72,938
| -57% | -$5.08M | 0.06% | 228 |
|
|
2022
Q4 | $9.14M | Buy |
127,991
+111,862
| +694% | +$7.99M | 0.06% | 214 |
|
|
2022
Q3 | $1.1M | Sell |
16,129
-58,046
| -78% | -$3.95M | 0.02% | 349 |
|
|
2022
Q2 | $5.29M | Buy |
74,175
+9,734
| +15% | +$694K | 0.05% | 207 |
|
|
2022
Q1 | $4.67M | Sell |
64,441
-333,335
| -84% | -$24.2M | 0.04% | 254 |
|
|
2021
Q4 | $27.3M | Buy |
397,776
+338,087
| +566% | +$23.2M | 0.15% | 91 |
|
|
2021
Q3 | $3.7M | Sell |
59,689
-13,814
| -19% | -$856K | 0.03% | 339 |
|
|
2021
Q2 | $4.45M | Sell |
73,503
-27,230
| -27% | -$1.65M | 0.03% | 283 |
|
|
2021
Q1 | $6.26M | Sell |
100,733
-93,890
| -48% | -$5.84M | 0.04% | 234 |
|
|
2020
Q4 | $12M | Buy |
194,623
+67,435
| +53% | +$4.14M | 0.06% | 209 |
|
|
2020
Q3 | $6.9M | Buy |
127,188
+23,500
| +23% | +$1.27M | 0.07% | 242 |
|
|
2020
Q2 | $5.38M | Buy |
103,688
+26,934
| +35% | +$1.4M | 0.06% | 233 |
|
|
2020
Q1 | $4.16M | Sell |
76,754
-47,263
| -38% | -$2.56M | 0.05% | 228 |
|
|
2019
Q4 | $7.9M | Buy |
124,017
+4,976
| +4% | +$317K | 0.05% | 285 |
|
|
2019
Q3 | $7.35M | Sell |
119,041
-84,038
| -41% | -$5.19M | 0.07% | 218 |
|
|
2019
Q2 | $11.2M | Buy |
203,079
+66,081
| +48% | +$3.65M | 0.09% | 211 |
|
|
2019
Q1 | $7.08M | Sell |
136,998
-204,909
| -60% | -$10.6M | 0.06% | 234 |
|
|
2018
Q4 | $15M | Buy |
341,907
+13,229
| +4% | +$581K | 0.14% | 142 |
|
|
2018
Q3 | $14.3M | Sell |
328,678
-8,422
| -2% | -$367K | 0.12% | 153 |
|
|
2018
Q2 | $15.6M | Buy |
337,100
+151,410
| +82% | +$7.01M | 0.13% | 136 |
|
|
2018
Q1 | $8.29M | Sell |
185,690
-17,219
| -8% | -$769K | 0.09% | 181 |
|
|
2017
Q4 | $9.76M | Buy |
202,909
+57,332
| +39% | +$2.76M | 0.07% | 191 |
|
|
2017
Q3 | $7.15M | Sell |
145,577
-246,974
| -63% | -$12.1M | 0.07% | 201 |
|
|
2017
Q2 | $18.8M | Sell |
392,551
-57,953
| -13% | -$2.77M | 0.2% | 123 |
|
|
2017
Q1 | $22.4M | Buy |
450,504
+131,244
| +41% | +$6.53M | 0.18% | 94 |
|
|
2016
Q4 | $15.7M | Buy |
319,260
+66,184
| +26% | +$3.26M | 0.16% | 124 |
|
|
2016
Q3 | $13M | Buy |
+253,076
| New | +$13M | 0.25% | 76 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 220 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 218 |
|