DT Investment Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
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|
2025
Q1 | $202K | Hold |
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|
2024
Q4 | $181K | Hold |
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|
2024
Q3 | $198K | Buy |
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|
2024
Q2 | $161K | Hold |
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|
2024
Q1 | $149K | Hold |
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|
2023
Q4 | $144K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $149K | Hold |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $224K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $806K | Sell |
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|
2019
Q4 | $5.88M | Buy |
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|
2019
Q3 | $5.42M | Buy |
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|
2019
Q2 | $4.73M | Buy |
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|
2019
Q1 | $4.4M | Buy |
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|
2018
Q4 | $3.72M | Buy |
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|
2018
Q3 | $3.63M | Buy |
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|
2018
Q2 | $3.44M | Buy |
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|
2018
Q1 | $2.87M | Buy |
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|
2017
Q4 | $2.69M | Buy |
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|
2017
Q3 | $2.35M | Buy |
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|
2017
Q2 | $1.47M | Buy |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $809K | Buy |
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