Citizens Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
31,950
+4,232
| +15% | +$389K | 0.05% | 217 |
|
|
2025
Q1 | $2.55M | Buy |
27,718
+7,206
| +35% | +$663K | 0.05% | 209 |
|
|
2024
Q4 | $1.69M | Sell |
20,512
-211
| -1% | -$17.4K | 0.03% | 239 |
|
|
2024
Q3 | $1.87M | Buy |
20,723
+2,725
| +15% | +$246K | 0.04% | 223 |
|
|
2024
Q2 | $1.4M | Buy |
17,998
+7,522
| +72% | +$583K | 0.03% | 240 |
|
|
2024
Q1 | $752K | Sell |
10,476
-4,656
| -31% | -$334K | 0.03% | 230 |
|
|
2023
Q4 | $1.06M | Buy |
15,132
+5,817
| +62% | +$408K | 0.04% | 218 |
|
|
2023
Q3 | $603K | Sell |
9,315
-7,074
| -43% | -$458K | 0.02% | 222 |
|
|
2023
Q2 | $1.15M | Buy |
16,389
+95
| +0.6% | +$6.67K | 0.04% | 202 |
|
|
2023
Q1 | $1.13M | Buy |
16,294
+4,443
| +37% | +$309K | 0.04% | 207 |
|
|
2022
Q4 | $846K | Sell |
11,851
-2,508
| -17% | -$179K | 0.03% | 209 |
|
|
2022
Q3 | $976K | Sell |
14,359
-76
| -0.5% | -$5.17K | 0.04% | 191 |
|
|
2022
Q2 | $1.03M | Sell |
14,435
-158
| -1% | -$11.3K | 0.04% | 197 |
|
|
2022
Q1 | $1.06M | Buy |
14,593
+102
| +0.7% | +$7.4K | 0.04% | 207 |
|
|
2021
Q4 | $973K | Buy |
14,491
+315
| +2% | +$21.2K | 0.03% | 219 |
|
|
2021
Q3 | $878K | Buy |
14,176
+2,518
| +22% | +$156K | 0.03% | 219 |
|
|
2021
Q2 | $705K | Sell |
11,658
-302
| -3% | -$18.3K | 0.03% | 203 |
|
|
2021
Q1 | $743K | Hold |
11,960
| – | – | 0.04% | 175 |
|
|
2020
Q4 | $735K | Sell |
11,960
-1,637
| -12% | -$101K | 0.04% | 170 |
|
|
2020
Q3 | $737K | Sell |
13,597
-672
| -5% | -$36.4K | 0.05% | 155 |
|
|
2020
Q2 | $740K | Sell |
14,269
-438
| -3% | -$22.7K | 0.05% | 157 |
|
|
2020
Q1 | $796K | Sell |
14,707
-682
| -4% | -$36.9K | 0.07% | 145 |
|
|
2019
Q4 | $980K | Sell |
15,389
-1,563
| -9% | -$99.5K | 0.07% | 139 |
|
|
2019
Q3 | $1.05M | Buy |
16,952
+348
| +2% | +$21.5K | 0.08% | 128 |
|
|
2019
Q2 | $918K | Hold |
16,604
| – | – | 0.07% | 134 |
|
|
2019
Q1 | $858K | Sell |
16,604
-483
| -3% | -$25K | 0.06% | 141 |
|
|
2018
Q4 | $750K | Sell |
17,087
-116
| -0.7% | -$5.09K | 0.07% | 127 |
|
|
2018
Q3 | $750K | Buy |
17,203
+116
| +0.7% | +$5.06K | 0.06% | 135 |
|
|
2018
Q2 | $791K | Sell |
17,087
-650
| -4% | -$30.1K | 0.07% | 128 |
|
|
2018
Q1 | $792K | Sell |
17,737
-176
| -1% | -$7.86K | 0.07% | 138 |
|
|
2017
Q4 | $861K | Sell |
17,913
-475
| -3% | -$22.8K | 0.07% | 129 |
|
|
2017
Q3 | $904K | Buy |
18,388
+3,700
| +25% | +$182K | 0.08% | 126 |
|
|
2017
Q2 | $703K | Hold |
14,688
| – | – | 0.06% | 138 |
|
|
2017
Q1 | $731K | Sell |
14,688
-215
| -1% | -$10.7K | 0.06% | 134 |
|
|
2016
Q4 | $733K | Sell |
14,903
-400
| -3% | -$19.7K | 0.07% | 129 |
|
|
2016
Q3 | $786K | Buy |
15,303
+125
| +0.8% | +$6.42K | 0.07% | 129 |
|
|
2016
Q2 | $814K | Sell |
15,178
-300
| -2% | -$16.1K | 0.08% | 127 |
|
|
2016
Q1 | $800K | Buy |
15,478
+100
| +0.7% | +$5.17K | 0.08% | 128 |
|
|
2015
Q4 | $724K | Buy |
+15,378
| New | +$724K | 0.07% | 135 |
|