Daiwa Securities 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 | $15.3M | Buy |
166,660
+9,397
| +6% | +$863K | 0.06% | 195 |
|
|
2025
Q1 | $14.5M | Sell |
157,263
-46,255
| -23% | -$4.25M | 0.06% | 191 |
|
|
2024
Q4 | $16.8M | Buy |
203,518
+702
| +0.3% | +$57.8K | 0.07% | 162 |
|
|
2024
Q3 | $18.3M | Buy |
202,816
+11,341
| +6% | +$1.02M | 0.08% | 146 |
|
|
2024
Q2 | $14.9M | Buy |
191,475
+79,420
| +71% | +$6.16M | 0.08% | 148 |
|
|
2024
Q1 | $8.04M | Buy |
112,055
+11,319
| +11% | +$812K | 0.05% | 228 |
|
|
2023
Q4 | $7.06M | Buy |
100,736
+8,842
| +10% | +$620K | 0.04% | 224 |
|
|
2023
Q3 | $5.95M | Sell |
91,894
-27,237
| -23% | -$1.76M | 0.04% | 241 |
|
|
2023
Q2 | $8.37M | Buy |
119,131
+35,501
| +42% | +$2.49M | 0.06% | 189 |
|
|
2023
Q1 | $5.82M | Buy |
83,630
+6,223
| +8% | +$433K | 0.04% | 237 |
|
|
2022
Q4 | $5.53M | Buy |
77,407
+6,437
| +9% | +$460K | 0.04% | 241 |
|
|
2022
Q3 | $4.83M | Buy |
70,970
+3,115
| +5% | +$212K | 0.04% | 247 |
|
|
2022
Q2 | $4.84M | Buy |
67,855
+2,673
| +4% | +$191K | 0.04% | 259 |
|
|
2022
Q1 | $4.73M | Buy |
65,182
+3,121
| +5% | +$226K | 0.03% | 298 |
|
|
2021
Q4 | $4.26M | Buy |
62,061
+1,326
| +2% | +$90.9K | 0.03% | 324 |
|
|
2021
Q3 | $3.76M | Buy |
60,735
+4,267
| +8% | +$264K | 0.02% | 319 |
|
|
2021
Q2 | $3.42M | Buy |
56,468
+2,801
| +5% | +$169K | 0.02% | 317 |
|
|
2021
Q1 | $3.34M | Sell |
53,667
-54
| -0.1% | -$3.36K | 0.02% | 294 |
|
|
2020
Q4 | $3.3M | Buy |
53,721
+1,607
| +3% | +$98.7K | 0.03% | 278 |
|
|
2020
Q3 | $2.83M | Sell |
52,114
-5,459
| -9% | -$296K | 0.03% | 266 |
|
|
2020
Q2 | $2.64M | Hold |
57,573
| – | – | 0.06% | 185 |
|
|
2020
Q1 | $3.12M | Buy |
57,573
+13,896
| +32% | +$752K | 0.03% | 238 |
|
|
2019
Q4 | $2.78M | Hold |
43,677
| – | – | 0.02% | 283 |
|
|
2019
Q3 | $2.7M | Buy |
43,677
+3,331
| +8% | +$206K | 0.02% | 288 |
|
|
2019
Q2 | $2.23M | Buy |
40,346
+1,000
| +3% | +$55.3K | 0.02% | 309 |
|
|
2019
Q1 | $2.03M | Buy |
39,346
+1,757
| +5% | +$90.8K | 0.02% | 331 |
|
|
2018
Q4 | $1.65M | Buy |
37,589
+1,350
| +4% | +$59.3K | 0.02% | 345 |
|
|
2018
Q3 | $1.58M | Buy |
36,239
+1,770
| +5% | +$77.2K | 0.01% | 407 |
|
|
2018
Q2 | $1.6M | Buy |
34,469
+700
| +2% | +$32.4K | 0.01% | 407 |
|
|
2018
Q1 | $1.51M | Sell |
33,769
-12,843
| -28% | -$574K | 0.01% | 419 |
|
|
2017
Q4 | $2.24M | Sell |
46,612
-12,604
| -21% | -$606K | 0.02% | 364 |
|
|
2017
Q3 | $2.91M | Buy |
59,216
+1,866
| +3% | +$91.7K | 0.02% | 283 |
|
|
2017
Q2 | $2.75M | Sell |
57,350
-43,300
| -43% | -$2.07M | 0.02% | 272 |
|
|
2017
Q1 | $5.01M | Sell |
100,650
-13,300
| -12% | -$662K | 0.03% | 204 |
|
|
2016
Q4 | $5.61M | Sell |
113,950
-71,700
| -39% | -$3.53M | 0.04% | 156 |
|
|
2016
Q3 | $9.52M | Buy |
185,650
+8,500
| +5% | +$436K | 0.06% | 111 |
|
|
2016
Q2 | $9.5M | Buy |
177,150
+98,950
| +127% | +$5.31M | 0.06% | 110 |
|
|
2016
Q1 | $4.05M | Buy |
78,200
+10,200
| +15% | +$528K | 0.03% | 189 |
|
|
2015
Q4 | $3.18M | Sell |
68,000
-14,100
| -17% | -$660K | 0.02% | 215 |
|
|
2015
Q3 | $3.67M | Buy |
82,100
+61,400
| +297% | +$2.74M | 0.03% | 204 |
|
|
2015
Q2 | $867K | Sell |
20,700
-37,500
| -64% | -$1.57M | 0.01% | 417 |
|
|
2015
Q1 | $2.58M | Buy |
58,200
+36,400
| +167% | +$1.61M | 0.02% | 239 |
|
|
2014
Q4 | $1.07M | Sell |
21,800
-400
| -2% | -$19.7K | 0.01% | 317 |
|
|
2014
Q3 | $969K | Sell |
22,200
-1,800
| -8% | -$78.6K | 0.01% | 296 |
|
|
2014
Q2 | $1.09M | Buy |
24,000
+200
| +0.8% | +$9.08K | 0.01% | 285 |
|
|
2014
Q1 | $1.05M | Hold |
23,800
| – | – | 0.01% | 285 |
|
|
2013
Q4 | $978K | Sell |
23,800
-1,800
| -7% | -$74K | 0.01% | 270 |
|
|
2013
Q3 | $1.05M | Hold |
25,600
| – | – | 0.01% | 264 |
|
|
2013
Q2 | $1.13M | Buy |
+25,600
| New | +$1.13M | 0.01% | 274 |
|