EAM
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Eagle Asset Management’s Southern Company SO Stock Holding History

Eagle Asset Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-52,108
Closed -$2.82M – 617
2020
Q1 		$2.82M Sell
52,108
-13,175
-20% -$835K 0.02% 429
2019
Q4 		$4.16M Sell
65,283
-3,300
-5% -$204K 0.02% 435
2019
Q3 		$4.24M Sell
68,583
-15,054
-18% -$873K 0.02% 425
2019
Q2 		$4.62M Buy
83,637
+100
+0.1% +$5.35K 0.02% 412
2019
Q1 		$4.32M Hold
83,537
– – 0.02% 429
2018
Q4 		$3.67M Hold
83,537
– – 0.02% 428
2018
Q3 		$3.64M Hold
83,537
– – 0.02% 462
2018
Q2 		$3.87M Hold
83,537
– – 0.02% 453
2018
Q1 		$3.73M Buy
83,537
+13,000
+18% +$577K 0.02% 454
2017
Q4 		$3.39M Hold
70,537
– – 0.02% 481
2017
Q3 		$3.47M Hold
70,537
– – 0.02% 472
2017
Q2 		$3.38M Hold
70,537
– – 0.02% 479
2017
Q1 		$3.51M Hold
70,537
– – 0.02% 477
2016
Q4 		$3.47M Hold
70,537
– – 0.02% 466
2016
Q3 		$3.62M Hold
70,537
– – 0.02% 462
2016
Q2 		$3.78M Hold
70,537
– – 0.03% 450
2016
Q1 		$3.65M Hold
70,537
– – 0.03% 460
2015
Q4 		$3.3M Hold
70,537
– – 0.02% 477
2015
Q3 		$3.15M Buy
70,537
+27,241
+63% +$1.2M 0.02% 488
2015
Q2 		$1.81M Buy
+43,296
New +$1.89M 0.01% 571

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