Dearborn Partners’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 | $1.63M | Sell |
17,762
-20,273
| -53% | -$1.86M | 0.08% | 96 |
|
|
2025
Q1 | $3.5M | Sell |
38,035
-149
| -0.4% | -$13.7K | 0.17% | 81 |
|
|
2024
Q4 | $3.14M | Sell |
38,184
-208
| -0.5% | -$17.1K | 0.13% | 81 |
|
|
2024
Q3 | $3.46M | Sell |
38,392
-9
| -0% | -$812 | 0.14% | 80 |
|
|
2024
Q2 | $2.98M | Sell |
38,401
-779
| -2% | -$60.4K | 0.13% | 80 |
|
|
2024
Q1 | $2.81M | Sell |
39,180
-649
| -2% | -$46.6K | 0.12% | 81 |
|
|
2023
Q4 | $2.79M | Buy |
39,829
+9
| +0% | +$631 | 0.1% | 78 |
|
|
2023
Q3 | $2.58M | Sell |
39,820
-872
| -2% | -$56.4K | 0.1% | 78 |
|
|
2023
Q2 | $2.86M | Sell |
40,692
-2,231
| -5% | -$157K | 0.11% | 75 |
|
|
2023
Q1 | $2.99M | Buy |
42,923
+50
| +0.1% | +$3.48K | 0.12% | 74 |
|
|
2022
Q4 | $3.06M | Sell |
42,873
-194
| -0.5% | -$13.9K | 0.12% | 74 |
|
|
2022
Q3 | $2.93M | Buy |
43,067
+320
| +0.7% | +$21.8K | 0.13% | 72 |
|
|
2022
Q2 | $3.05M | Buy |
42,747
+122
| +0.3% | +$8.7K | 0.13% | 74 |
|
|
2022
Q1 | $3.09M | Buy |
42,625
+5,306
| +14% | +$385K | 0.12% | 77 |
|
|
2021
Q4 | $2.56M | Buy |
37,319
+6
| +0% | +$411 | 0.09% | 79 |
|
|
2021
Q3 | $2.31M | Buy |
37,313
+426
| +1% | +$26.4K | 0.09% | 79 |
|
|
2021
Q2 | $2.23M | Buy |
36,887
+376
| +1% | +$22.8K | 0.09% | 80 |
|
|
2021
Q1 | $2.27M | Sell |
36,511
-1,607
| -4% | -$99.9K | 0.1% | 77 |
|
|
2020
Q4 | $2.34M | Sell |
38,118
-553
| -1% | -$34K | 0.11% | 78 |
|
|
2020
Q3 | $2.1M | Buy |
38,671
+1,158
| +3% | +$62.8K | 0.1% | 78 |
|
|
2020
Q2 | $1.95M | Sell |
37,513
-273
| -0.7% | -$14.2K | 0.11% | 74 |
|
|
2020
Q1 | $2.05M | Buy |
37,786
+20,028
| +113% | +$1.08M | 0.13% | 73 |
|
|
2019
Q4 | $1.13M | Buy |
17,758
+3,344
| +23% | +$213K | 0.06% | 98 |
|
|
2019
Q3 | $890K | Buy |
14,414
+1,248
| +9% | +$77.1K | 0.05% | 98 |
|
|
2019
Q2 | $728K | Buy |
13,166
+611
| +5% | +$33.8K | 0.04% | 104 |
|
|
2019
Q1 | $649K | Sell |
12,555
-230
| -2% | -$11.9K | 0.04% | 104 |
|
|
2018
Q4 | $562K | Buy |
12,785
+13
| +0.1% | +$571 | 0.04% | 113 |
|
|
2018
Q3 | $557K | Buy |
12,772
+2,916
| +30% | +$127K | 0.04% | 114 |
|
|
2018
Q2 | $456K | Sell |
9,856
-4,209
| -30% | -$195K | 0.04% | 115 |
|
|
2018
Q1 | $628K | Sell |
14,065
-822
| -6% | -$36.7K | 0.05% | 99 |
|
|
2017
Q4 | $716K | Sell |
14,887
-350
| -2% | -$16.8K | 0.05% | 93 |
|
|
2017
Q3 | $749K | Sell |
15,237
-1,120
| -7% | -$55.1K | 0.06% | 90 |
|
|
2017
Q2 | $783K | Sell |
16,357
-400
| -2% | -$19.1K | 0.06% | 94 |
|
|
2017
Q1 | $834K | Buy |
16,757
+50
| +0.3% | +$2.49K | 0.06% | 93 |
|
|
2016
Q4 | $822K | Sell |
16,707
-1,147
| -6% | -$56.4K | 0.07% | 94 |
|
|
2016
Q3 | $916K | Sell |
17,854
-4,300
| -19% | -$221K | 0.08% | 96 |
|
|
2016
Q2 | $1.19M | Sell |
22,154
-775
| -3% | -$41.6K | 0.1% | 89 |
|
|
2016
Q1 | $1.19M | Hold |
22,929
| – | – | 0.11% | 91 |
|
|
2015
Q4 | $1.07M | Sell |
22,929
-400
| -2% | -$18.7K | 0.1% | 123 |
|
|
2015
Q3 | $1.04M | Sell |
23,329
-66
| -0.3% | -$2.95K | 0.1% | 128 |
|
|
2015
Q2 | $980K | Sell |
23,395
-4,089
| -15% | -$171K | 0.09% | 129 |
|
|
2015
Q1 | $1.22M | Sell |
27,484
-197,649
| -88% | -$8.75M | 0.11% | 153 |
|
|
2014
Q4 | $11.1M | Buy |
225,133
+205
| +0.1% | +$10.1K | 1.02% | 35 |
|
|
2014
Q3 | $9.82M | Sell |
224,928
-5,287
| -2% | -$231K | 0.95% | 33 |
|
|
2014
Q2 | $10.4M | Buy |
230,215
+73,389
| +47% | +$3.33M | 1.02% | 31 |
|
|
2014
Q1 | $6.89M | Sell |
156,826
-48,906
| -24% | -$2.15M | 0.75% | 46 |
|
|
2013
Q4 | $8.46M | Buy |
205,732
+8,743
| +4% | +$359K | 0.99% | 28 |
|
|
2013
Q3 | $8.11M | Buy |
196,989
+7,662
| +4% | +$316K | 1.07% | 21 |
|
|
2013
Q2 | $8.36M | Buy |
+189,327
| New | +$8.36M | 1.19% | 17 |
|