Dimensional Fund Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $256M | Buy |
2,655,044
+82,941
| +3% | +$7.67M | 0.05% | 417 |
|
|
2025
Q4 | $224M | Buy |
2,572,103
+45,757
| +2% | +$4.18M | 0.05% | 491 |
|
|
2025
Q3 | $239M | Buy |
2,526,346
+25,690
| +1% | +$2.4M | 0.05% | 443 |
|
|
2025
Q2 | $230M | Buy |
2,500,656
+14,361
| +0.6% | +$1.29M | 0.05% | 430 |
|
|
2025
Q1 | $229M | Buy |
2,486,295
+45,313
| +2% | +$3.92M | 0.06% | 396 |
|
|
2024
Q4 | $201M | Buy |
2,440,982
+64,328
| +3% | +$5.64M | 0.05% | 491 |
|
|
2024
Q3 | $214M | Sell |
2,376,654
-4,187
| -0.2% | -$358K | 0.05% | 449 |
|
|
2024
Q2 | $185M | Buy |
2,380,841
+297,012
| +14% | +$22.5M | 0.05% | 491 |
|
|
2024
Q1 | $149M | Buy |
2,083,829
+104,945
| +5% | +$7.24M | 0.04% | 638 |
|
|
2023
Q4 | $139M | Buy |
1,978,884
+18,841
| +1% | +$1.29M | 0.04% | 636 |
|
|
2023
Q3 | $127M | Sell |
1,960,043
-17,240
| -0.9% | -$1.2M | 0.04% | 618 |
|
|
2023
Q2 | $139M | Buy |
1,977,283
+27,973
| +1% | +$2.01M | 0.04% | 563 |
|
|
2023
Q1 | $136M | Buy |
1,949,310
+20,473
| +1% | +$1.38M | 0.05% | 568 |
|
|
2022
Q4 | $138K | Buy |
1,928,837
+40,709
| +2% | +$2.72M | 0.04% | 542 |
|
|
2022
Q3 | $128M | Buy |
1,888,128
+1,000
| +0.1% | +$75.8K | 0.05% | 510 |
|
|
2022
Q2 | $135M | Sell |
1,887,128
-24,987
| -1% | -$1.83M | 0.05% | 500 |
|
|
2022
Q1 | $139M | Sell |
1,912,115
-9,450
| -0.5% | -$640K | 0.04% | 597 |
|
|
2021
Q4 | $132M | Buy |
1,921,565
+18,237
| +1% | +$1.16M | 0.04% | 657 |
|
|
2021
Q3 | $118M | Sell |
1,903,328
-8,957
| -0.5% | -$577K | 0.04% | 700 |
|
|
2021
Q2 | $116M | Sell |
1,912,285
-11,984
| -0.6% | -$766K | 0.04% | 727 |
|
|
2021
Q1 | $120M | Sell |
1,924,269
-22,311
| -1% | -$1.34M | 0.04% | 672 |
|
|
2020
Q4 | $120M | Buy |
1,946,580
+30,157
| +2% | +$1.81M | 0.04% | 597 |
|
|
2020
Q3 | $104M | Buy |
1,916,423
+26,789
| +1% | +$1.43M | 0.04% | 550 |
|
|
2020
Q2 | $98M | Buy |
1,889,634
+14,641
| +0.8% | +$814K | 0.04% | 574 |
|
|
2020
Q1 | $102M | Buy |
1,874,993
+9,604
| +0.5% | +$608K | 0.05% | 405 |
|
|
2019
Q4 | $119M | Buy |
1,865,389
+18,904
| +1% | +$1.17M | 0.04% | 594 |
|
|
2019
Q3 | $114M | Sell |
1,846,485
-14,083
| -0.8% | -$816K | 0.04% | 574 |
|
|
2019
Q2 | $103M | Buy |
1,860,568
+15,071
| +0.8% | +$807K | 0.04% | 647 |
|
|
2019
Q1 | $95.4M | Sell |
1,845,497
-77,147
| -4% | -$3.78M | 0.04% | 709 |
|
|
2018
Q4 | $84.4M | Buy |
1,922,644
+105,232
| +6% | +$4.78M | 0.04% | 701 |
|
|
2018
Q3 | $79.2M | Buy |
1,817,412
+36,654
| +2% | +$1.69M | 0.03% | 932 |
|
|
2018
Q2 | $82.5M | Buy |
1,780,758
+22,103
| +1% | +$989K | 0.03% | 838 |
|
|
2018
Q1 | $78.5M | Buy |
1,758,655
+17,422
| +1% | +$773K | 0.03% | 827 |
|
|
2017
Q4 | $83.7M | Buy |
1,741,233
+10,519
| +0.6% | +$536K | 0.03% | 760 |
|
|
2017
Q3 | $85M | Buy |
1,730,714
+2,340
| +0.1% | +$113K | 0.04% | 710 |
|
|
2017
Q2 | $82.8M | Buy |
1,728,374
+22,180
| +1% | +$1.11M | 0.04% | 677 |
|
|
2017
Q1 | $84.9M | Buy |
1,706,194
+74,037
| +5% | +$3.66M | 0.04% | 634 |
|
|
2016
Q4 | $80.3M | Buy |
1,632,157
+56,888
| +4% | +$2.79M | 0.04% | 657 |
|
|
2016
Q3 | $80.8M | Buy |
1,575,269
+121,205
| +8% | +$6.38M | 0.04% | 581 |
|
|
2016
Q2 | $78M | Buy |
1,454,064
+53,801
| +4% | +$2.71M | 0.04% | 564 |
|
|
2016
Q1 | $72.4M | Buy |
1,400,263
+52,090
| +4% | +$2.54M | 0.04% | 577 |
|
|
2015
Q4 | $63.1M | Buy |
1,348,173
+86,034
| +7% | +$3.9M | 0.04% | 651 |
|
|
2015
Q3 | $56.4M | Buy |
1,262,139
+44,558
| +4% | +$1.95M | 0.04% | 694 |
|
|
2015
Q2 | $51M | Buy |
1,217,581
+102,205
| +9% | +$4.45M | 0.03% | 842 |
|
|
2015
Q1 | $49.4M | Buy |
1,115,376
+90,907
| +9% | +$4.32M | 0.03% | 845 |
|
|
2014
Q4 | $50.3M | Buy |
1,024,469
+51,242
| +5% | +$2.42M | 0.03% | 747 |
|
|
2014
Q3 | $42.5M | Buy |
973,227
+34,911
| +4% | +$1.53M | 0.03% | 831 |
|
|
2014
Q2 | $42.6M | Buy |
938,316
+42,751
| +5% | +$1.89M | 0.03% | 853 |
|
|
2014
Q1 | $39.3M | Buy |
895,565
+17,843
| +2% | +$748K | 0.03% | 848 |
|
|
2013
Q4 | $36.1M | Buy |
877,722
+1,059
| +0.1% | +$43.7K | 0.03% | 884 |
|
|
2013
Q3 | $36.1M | Buy |
876,663
+20,846
| +2% | +$898K | 0.03% | 782 |
|
|
2013
Q2 | $37.8M | Buy |
+855,817
| New | +$39.4M | 0.04% | 656 |
|
Other funds holding SO
VCM
VPM
