Crossmark Global Holdings’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 | $23M | Sell |
250,201
-4,614
| -2% | -$424K | 0.37% | 59 |
|
|
2025
Q1 | $23.4M | Sell |
254,815
-1,434
| -0.6% | -$132K | 0.41% | 50 |
|
|
2024
Q4 | $21.1M | Buy |
256,249
+3,603
| +1% | +$297K | 0.38% | 53 |
|
|
2024
Q3 | $22.8M | Sell |
252,646
-5,459
| -2% | -$492K | 0.41% | 51 |
|
|
2024
Q2 | $20M | Buy |
258,105
+36,142
| +16% | +$2.8M | 0.38% | 58 |
|
|
2024
Q1 | $15.9M | Buy |
221,963
+11,549
| +5% | +$829K | 0.31% | 74 |
|
|
2023
Q4 | $14.8M | Buy |
210,414
+6,466
| +3% | +$453K | 0.31% | 74 |
|
|
2023
Q3 | $13.6M | Buy |
203,948
+2,525
| +1% | +$168K | 0.31% | 79 |
|
|
2023
Q2 | $14.6M | Sell |
201,423
-12,798
| -6% | -$926K | 0.31% | 75 |
|
|
2023
Q1 | $14.9M | Sell |
214,221
-139
| -0.1% | -$9.67K | 0.35% | 64 |
|
|
2022
Q4 | $15.3M | Buy |
214,360
+138,512
| +183% | +$9.89M | 0.38% | 63 |
|
|
2022
Q3 | $5.16M | Sell |
75,848
-1,143
| -1% | -$77.7K | 0.14% | 173 |
|
|
2022
Q2 | $5.49M | Buy |
76,991
+5,690
| +8% | +$406K | 0.14% | 176 |
|
|
2022
Q1 | $5.17M | Buy |
71,301
+3,260
| +5% | +$236K | 0.12% | 204 |
|
|
2021
Q4 | $4.67M | Sell |
68,041
-2,330
| -3% | -$160K | 0.1% | 213 |
|
|
2021
Q3 | $4.36M | Buy |
70,371
+981
| +1% | +$60.8K | 0.1% | 212 |
|
|
2021
Q2 | $4.2M | Buy |
69,390
+1,968
| +3% | +$119K | 0.1% | 222 |
|
|
2021
Q1 | $4.19M | Sell |
67,422
-750
| -1% | -$46.6K | 0.1% | 212 |
|
|
2020
Q4 | $4.19M | Sell |
68,172
-1,695
| -2% | -$104K | 0.11% | 205 |
|
|
2020
Q3 | $3.79M | Buy |
69,867
+31
| +0% | +$1.68K | 0.11% | 208 |
|
|
2020
Q2 | $3.62M | Buy |
69,836
+6,371
| +10% | +$330K | 0.11% | 213 |
|
|
2020
Q1 | $3.44M | Buy |
63,465
+121
| +0.2% | +$6.55K | 0.12% | 191 |
|
|
2019
Q4 | $4.04M | Buy |
63,344
+1,326
| +2% | +$84.5K | 0.11% | 213 |
|
|
2019
Q3 | $3.83M | Sell |
62,018
-4,202
| -6% | -$260K | 0.11% | 216 |
|
|
2019
Q2 | $3.66M | Buy |
66,220
+545
| +0.8% | +$30.1K | 0.1% | 230 |
|
|
2019
Q1 | $3.39M | Sell |
65,675
-883
| -1% | -$45.6K | 0.1% | 244 |
|
|
2018
Q4 | $2.92M | Sell |
66,558
-12,665
| -16% | -$556K | 0.09% | 259 |
|
|
2018
Q3 | $3.45M | Sell |
79,223
-1,667
| -2% | -$72.7K | 0.09% | 266 |
|
|
2018
Q2 | $3.75M | Sell |
80,890
-4,280
| -5% | -$198K | 0.1% | 234 |
|
|
2018
Q1 | $3.8M | Sell |
85,170
-6,767
| -7% | -$302K | 0.1% | 251 |
|
|
2017
Q4 | $4.42M | Buy |
91,937
+5,798
| +7% | +$279K | 0.11% | 232 |
|
|
2017
Q3 | $4.23M | Buy |
+86,139
| New | +$4.23M | 0.11% | 227 |
|
|
2016
Q3 | $4.23M | Buy |
+86,139
| New | +$4.23M | 0.11% | 227 |
|