Commonwealth Equity Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.1M | Sell |
1,057,031
-35,523
| -3% | -$3.26M | 0.13% | 157 |
|
|
2025
Q1 | $100M | Buy |
1,092,554
+33,729
| +3% | +$3.1M | 0.14% | 137 |
|
|
2024
Q4 | $87.2M | Buy |
1,058,825
+21,668
| +2% | +$1.78M | 0.13% | 152 |
|
|
2024
Q3 | $93.5M | Buy |
1,037,157
+22,330
| +2% | +$2.01M | 0.14% | 137 |
|
|
2024
Q2 | $78.7M | Buy |
1,014,827
+6,524
| +0.6% | +$506K | 0.12% | 152 |
|
|
2024
Q1 | $72.3M | Buy |
1,008,303
+49,273
| +5% | +$3.53M | 0.12% | 165 |
|
|
2023
Q4 | $67.2M | Buy |
959,030
+11,755
| +1% | +$824K | 0.12% | 164 |
|
|
2023
Q3 | $61.3M | Buy |
947,275
+15,059
| +2% | +$975K | 0.13% | 162 |
|
|
2023
Q2 | $65.5M | Buy |
932,216
+22,031
| +2% | +$1.55M | 0.13% | 153 |
|
|
2023
Q1 | $63.3K | Buy |
910,185
+8,626
| +1% | +$600 | 0.13% | 146 |
|
|
2022
Q4 | $64.4M | Sell |
901,559
-190
| -0% | -$13.6K | 0.15% | 134 |
|
|
2022
Q3 | $61.3M | Buy |
901,749
+14,997
| +2% | +$1.02M | 0.16% | 125 |
|
|
2022
Q2 | $63.2M | Buy |
886,752
+8,801
| +1% | +$628K | 0.16% | 122 |
|
|
2022
Q1 | $63.7M | Buy |
877,951
+19,140
| +2% | +$1.39M | 0.15% | 139 |
|
|
2021
Q4 | $58.9M | Buy |
858,811
+33,955
| +4% | +$2.33M | 0.13% | 153 |
|
|
2021
Q3 | $51.1M | Buy |
824,856
+21,301
| +3% | +$1.32M | 0.13% | 159 |
|
|
2021
Q2 | $48.6M | Sell |
803,555
-82,059
| -9% | -$4.97M | 0.12% | 170 |
|
|
2021
Q1 | $55M | Buy |
885,614
+4,903
| +0.6% | +$305K | 0.16% | 136 |
|
|
2020
Q4 | $54.1M | Buy |
880,711
+10,983
| +1% | +$675K | 0.16% | 129 |
|
|
2020
Q3 | $47.2M | Buy |
869,728
+32,285
| +4% | +$1.75M | 0.16% | 136 |
|
|
2020
Q2 | $43.4M | Buy |
837,443
+27,152
| +3% | +$1.41M | 0.16% | 128 |
|
|
2020
Q1 | $43.9M | Sell |
810,291
-25,851
| -3% | -$1.4M | 0.2% | 108 |
|
|
2019
Q4 | $53.3M | Buy |
836,142
+9,932
| +1% | +$633K | 0.2% | 106 |
|
|
2019
Q3 | $51M | Buy |
826,210
+44,726
| +6% | +$2.76M | 0.22% | 92 |
|
|
2019
Q2 | $43.2M | Buy |
781,484
+41,883
| +6% | +$2.32M | 0.19% | 109 |
|
|
2019
Q1 | $38.2M | Buy |
739,601
+34,976
| +5% | +$1.81M | 0.18% | 122 |
|
|
2018
Q4 | $30.9M | Buy |
704,625
+58,991
| +9% | +$2.59M | 0.16% | 128 |
|
|
2018
Q3 | $28.1M | Buy |
645,634
+28,057
| +5% | +$1.22M | 0.13% | 149 |
|
|
2018
Q2 | $28.6M | Buy |
617,577
+44,336
| +8% | +$2.05M | 0.15% | 131 |
|
|
2018
Q1 | $25.6M | Buy |
573,241
+2,040
| +0.4% | +$91.1K | 0.14% | 142 |
|
|
2017
Q4 | $27.5M | Buy |
571,201
+12,704
| +2% | +$611K | 0.15% | 138 |
|
|
2017
Q3 | $27.4M | Buy |
558,497
+22,758
| +4% | +$1.12M | 0.16% | 129 |
|
|
2017
Q2 | $25.7M | Buy |
535,739
+23,708
| +5% | +$1.14M | 0.16% | 126 |
|
|
2017
Q1 | $25.5M | Buy |
512,031
+25,955
| +5% | +$1.29M | 0.17% | 121 |
|
|
2016
Q4 | $23.9M | Buy |
486,076
+20,144
| +4% | +$991K | 0.18% | 120 |
|
|
2016
Q3 | $23.9M | Sell |
465,932
-5,256
| -1% | -$270K | 0.19% | 112 |
|
|
2016
Q2 | $25.3M | Sell |
471,188
-5,433
| -1% | -$291K | 0.21% | 101 |
|
|
2016
Q1 | $24.7M | Buy |
476,621
+22,453
| +5% | +$1.16M | 0.22% | 100 |
|
|
2015
Q4 | $21.3M | Buy |
454,168
+31,674
| +7% | +$1.48M | 0.2% | 109 |
|
|
2015
Q3 | $18.9M | Buy |
422,494
+11,356
| +3% | +$508K | 0.2% | 110 |
|
|
2015
Q2 | $17.2M | Buy |
411,138
+10,682
| +3% | +$448K | 0.17% | 125 |
|
|
2015
Q1 | $17.7M | Sell |
400,456
-34,486
| -8% | -$1.53M | 0.18% | 118 |
|
|
2014
Q4 | $21.4M | Buy |
434,942
+19,803
| +5% | +$973K | 0.24% | 89 |
|
|
2014
Q3 | $18.1M | Buy |
415,139
+22,353
| +6% | +$976K | 0.22% | 93 |
|
|
2014
Q2 | $17.8M | Buy |
392,786
+17,135
| +5% | +$778K | 0.22% | 93 |
|
|
2014
Q1 | $16.5M | Buy |
375,651
+14,128
| +4% | +$621K | 0.23% | 91 |
|
|
2013
Q4 | $14.9M | Buy |
361,523
+4,707
| +1% | +$194K | 0.22% | 97 |
|
|
2013
Q3 | $14.7M | Buy |
356,816
+21,675
| +6% | +$893K | 0.24% | 90 |
|
|
2013
Q2 | $14.8M | Buy |
+335,141
| New | +$14.8M | 0.26% | 89 |
|