EF
Empirical Finance’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
37,775
+246
| +0.7% | +$22.6K | 0.18% | 114 |
|
|
2025
Q1 | $3.45M | Buy |
37,529
+609
| +2% | +$56K | 0.21% | 97 |
|
|
2024
Q4 | $3.04M | Sell |
36,920
-469
| -1% | -$38.6K | 0.18% | 104 |
|
|
2024
Q3 | $3.37M | Buy |
37,389
+835
| +2% | +$75.3K | 0.2% | 102 |
|
|
2024
Q2 | $2.84M | Sell |
36,554
-2,344
| -6% | -$182K | 0.18% | 108 |
|
|
2024
Q1 | $2.79M | Buy |
38,898
+1,327
| +4% | +$95.2K | 0.17% | 115 |
|
|
2023
Q4 | $2.63M | Buy |
37,571
+287
| +0.8% | +$20.1K | 0.18% | 109 |
|
|
2023
Q3 | $2.41M | Buy |
37,284
+3,725
| +11% | +$241K | 0.18% | 113 |
|
|
2023
Q2 | $2.36M | Buy |
33,559
+3,861
| +13% | +$271K | 0.18% | 111 |
|
|
2023
Q1 | $2.07M | Buy |
29,698
+1,695
| +6% | +$118K | 0.19% | 110 |
|
|
2022
Q4 | $2M | Buy |
28,003
+2,274
| +9% | +$162K | 0.21% | 104 |
|
|
2022
Q3 | $1.75M | Buy |
25,729
+4,230
| +20% | +$288K | 0.21% | 99 |
|
|
2022
Q2 | $1.53M | Buy |
21,499
+1,159
| +6% | +$82.6K | 0.2% | 97 |
|
|
2022
Q1 | $1.48M | Buy |
20,340
+2,250
| +12% | +$163K | 0.17% | 111 |
|
|
2021
Q4 | $1.24M | Buy |
18,090
+4,892
| +37% | +$336K | 0.15% | 127 |
|
|
2021
Q3 | $818K | Buy |
13,198
+763
| +6% | +$47.3K | 0.12% | 166 |
|
|
2021
Q2 | $752K | Buy |
12,435
+1,822
| +17% | +$110K | 0.12% | 197 |
|
|
2021
Q1 | $652K | Hold |
10,613
| – | – | 0.11% | 175 |
|
|
2020
Q4 | $652K | Buy |
10,613
+1,885
| +22% | +$116K | 0.11% | 175 |
|
|
2020
Q3 | $473K | Buy |
8,728
+1,885
| +28% | +$102K | 0.1% | 180 |
|
|
2020
Q2 | $355K | Buy |
6,843
+861
| +14% | +$44.7K | 0.09% | 176 |
|
|
2020
Q1 | $324K | Buy |
5,982
+2,193
| +58% | +$119K | 0.1% | 159 |
|
|
2019
Q4 | $241K | Buy |
+3,789
| New | +$241K | 0.06% | 186 |
|
|
2017
Q1 | – | Sell |
-391
| Closed | -$20K | – | 500 |
|
|
2016
Q4 | $20K | Buy |
+391
| New | +$20K | 0.01% | 202 |
|