Clark Capital Management Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.4M | Sell |
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|
2025
Q1 | $94.9M | Buy |
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|
2024
Q4 | $84.7M | Buy |
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|
2024
Q3 | $91.9M | Buy |
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|
2024
Q2 | $77.5M | Buy |
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|
2024
Q1 | $52.8M | Buy |
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|
2023
Q4 | $51.1M | Sell |
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|
2023
Q3 | $47.7M | Buy |
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|
2023
Q2 | $51.2M | Buy |
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|
2023
Q1 | $49.5M | Sell |
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|
2022
Q4 | $61.6M | Sell |
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|
2022
Q3 | $64M | Buy |
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|
2022
Q2 | $64.8M | Buy |
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|
2022
Q1 | $50.3M | Buy |
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|
2021
Q4 | $46.6M | Buy |
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|
2021
Q3 | $40.9M | Buy |
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|
2021
Q2 | $38.7M | Sell |
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|
2021
Q1 | $56.1M | Sell |
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|
2020
Q4 | $57.6M | Sell |
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|
2020
Q3 | $52.7M | Sell |
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|
2020
Q2 | $54.1M | Buy |
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|
2020
Q1 | $48.4M | Sell |
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|
2019
Q4 | $63.3M | Buy |
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|
2019
Q3 | $59.8M | Buy |
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|
2019
Q2 | $9.74M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $7.48M | Buy |
|