Edgemoor Investment Advisors’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 | $7.09M | Sell |
77,216
-9,208
| -11% | -$846K | 0.61% | 42 |
|
|
2025
Q1 | $7.95M | Sell |
86,424
-385
| -0.4% | -$35.4K | 0.73% | 39 |
|
|
2024
Q4 | $7.15M | Sell |
86,809
-2,954
| -3% | -$243K | 0.63% | 41 |
|
|
2024
Q3 | $8.09M | Sell |
89,763
-442
| -0.5% | -$39.9K | 0.7% | 38 |
|
|
2024
Q2 | $7M | Sell |
90,205
-1,710
| -2% | -$133K | 0.65% | 39 |
|
|
2024
Q1 | $6.59M | Sell |
91,915
-1,044
| -1% | -$74.9K | 0.62% | 41 |
|
|
2023
Q4 | $6.52M | Sell |
92,959
-6
| -0% | -$421 | 0.68% | 36 |
|
|
2023
Q3 | $6.02M | Sell |
92,965
-864
| -0.9% | -$55.9K | 0.71% | 36 |
|
|
2023
Q2 | $6.59M | Sell |
93,829
-3,322
| -3% | -$233K | 0.74% | 38 |
|
|
2023
Q1 | $6.76M | Buy |
97,151
+576
| +0.6% | +$40.1K | 0.82% | 37 |
|
|
2022
Q4 | $6.9M | Sell |
96,575
-459
| -0.5% | -$32.8K | 0.86% | 37 |
|
|
2022
Q3 | $6.6M | Buy |
97,034
+195
| +0.2% | +$13.3K | 0.88% | 34 |
|
|
2022
Q2 | $6.91M | Sell |
96,839
-2,705
| -3% | -$193K | 0.87% | 35 |
|
|
2022
Q1 | $7.22M | Buy |
99,544
+66
| +0.1% | +$4.79K | 0.76% | 38 |
|
|
2021
Q4 | $6.82M | Buy |
99,478
+238
| +0.2% | +$16.3K | 0.7% | 43 |
|
|
2021
Q3 | $6.15M | Sell |
99,240
-18,793
| -16% | -$1.16M | 0.7% | 44 |
|
|
2021
Q2 | $7.14M | Sell |
118,033
-1,806
| -2% | -$109K | 0.67% | 46 |
|
|
2021
Q1 | $7.45M | Buy |
119,839
+382
| +0.3% | +$23.7K | 0.75% | 46 |
|
|
2020
Q4 | $7.34M | Sell |
119,457
-111
| -0.1% | -$6.82K | 0.82% | 41 |
|
|
2020
Q3 | $6.48M | Sell |
119,568
-850
| -0.7% | -$46.1K | 0.8% | 40 |
|
|
2020
Q2 | $6.24M | Sell |
120,418
-332
| -0.3% | -$17.2K | 0.84% | 39 |
|
|
2020
Q1 | $6.54M | Sell |
120,750
-1,457
| -1% | -$78.9K | 1.07% | 37 |
|
|
2019
Q4 | $7.79M | Sell |
122,207
-2,090
| -2% | -$133K | 0.89% | 46 |
|
|
2019
Q3 | $7.68M | Buy |
124,297
+291
| +0.2% | +$18K | 0.95% | 44 |
|
|
2019
Q2 | $6.86M | Sell |
124,006
-2,392
| -2% | -$132K | 0.87% | 43 |
|
|
2019
Q1 | $6.53M | Sell |
126,398
-942
| -0.7% | -$48.7K | 0.86% | 39 |
|
|
2018
Q4 | $5.59M | Sell |
127,340
-2,220
| -2% | -$97.5K | 0.83% | 40 |
|
|
2018
Q3 | $5.65M | Sell |
129,560
-906
| -0.7% | -$39.5K | 0.7% | 49 |
|
|
2018
Q2 | $6.04M | Sell |
130,466
-2,183
| -2% | -$101K | 0.81% | 45 |
|
|
2018
Q1 | $5.92M | Sell |
132,649
-3,630
| -3% | -$162K | 0.79% | 46 |
|
|
2017
Q4 | $6.09M | Sell |
136,279
-32
| -0% | -$1.43K | 0.77% | 46 |
|
|
2017
Q3 | $6.7M | Sell |
136,311
-6,725
| -5% | -$330K | 0.91% | 42 |
|
|
2017
Q2 | $6.85M | Buy |
143,036
+114
| +0.1% | +$5.46K | 0.93% | 42 |
|
|
2017
Q1 | $7.12M | Sell |
142,922
-1,919
| -1% | -$95.5K | 1.01% | 42 |
|
|
2016
Q4 | $7.13M | Sell |
144,841
-5,242
| -3% | -$258K | 1.08% | 36 |
|
|
2016
Q3 | $7.7M | Sell |
150,083
-1,026
| -0.7% | -$52.6K | 1.18% | 34 |
|
|
2016
Q2 | $8.1M | Sell |
151,109
-1,255
| -0.8% | -$67.3K | 1.28% | 28 |
|
|
2016
Q1 | $7.88M | Sell |
152,364
-4,190
| -3% | -$217K | 1.23% | 30 |
|
|
2015
Q4 | $7.33M | Buy |
156,554
+1,076
| +0.7% | +$50.3K | 1.1% | 36 |
|
|
2015
Q3 | $6.95M | Buy |
155,478
+2,037
| +1% | +$91.1K | 1.06% | 37 |
|
|
2015
Q2 | $6.43M | Buy |
153,441
+32,341
| +27% | +$1.36M | 0.94% | 39 |
|
|
2015
Q1 | $5.36M | Sell |
121,100
-185
| -0.2% | -$8.19K | 0.76% | 46 |
|
|
2014
Q4 | $5.96M | Sell |
121,285
-1,131
| -0.9% | -$55.5K | 0.87% | 43 |
|
|
2014
Q3 | $5.34M | Buy |
122,416
+37,225
| +44% | +$1.62M | 0.78% | 49 |
|
|
2014
Q2 | $3.87M | Buy |
+85,191
| New | +$3.87M | 0.57% | 59 |
|