Envestnet Asset Management’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 | $227M | Sell |
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|
2025
Q1 | $230M | Buy |
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|
2024
Q4 | $201M | Buy |
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|
2024
Q3 | $213M | Sell |
|
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|
2024
Q2 | $197M | Buy |
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|
2024
Q1 | $179M | Buy |
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|
2023
Q4 | $174M | Buy |
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|
2023
Q3 | $161M | Buy |
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|
2023
Q2 | $140M | Buy |
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|
2023
Q1 | $136M | Buy |
|
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|
2022
Q4 | $126M | Buy |
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|
2022
Q3 | $113M | Buy |
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|
2022
Q2 | $109M | Buy |
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|
2022
Q1 | $106M | Buy |
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|
2021
Q4 | $97M | Buy |
|
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|
2021
Q3 | $82.6M | Buy |
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|
2021
Q2 | $76.1M | Buy |
|
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|
2021
Q1 | $72.9M | Buy |
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|
2020
Q4 | $63.4M | Buy |
|
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|
2020
Q3 | $52.2M | Buy |
|
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|
2020
Q2 | $48.9M | Buy |
|
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|
2020
Q1 | $41.9M | Sell |
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|
2019
Q4 | $63.4M | Buy |
|
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|
2019
Q3 | $53.1M | Sell |
|
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|
2019
Q2 | $51.2M | Buy |
|
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|
2019
Q1 | $45.2M | Buy |
|
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|
2018
Q4 | $28.4M | Buy |
|
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|
2018
Q3 | $898K | Sell |
|
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|
2018
Q2 | $7.03M | Buy |
|
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|
2018
Q1 | $6.58M | Buy |
|
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|
2017
Q4 | $6.72M | Buy |
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|
2017
Q3 | $4.49M | Sell |
|
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|
2017
Q2 | $8.66M | Sell |
|
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|
2017
Q1 | $10.9M | Buy |
|
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|
2016
Q4 | $10.6M | Buy |
|
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|
2016
Q3 | $8.17M | Sell |
|
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|
2016
Q2 | $8.86M | Buy |
|
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|
2016
Q1 | $7.81M | Buy |
|
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|
2015
Q4 | $6.39M | Sell |
|
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|
2015
Q3 | $6.19M | Sell |
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|
2015
Q2 | $5.98M | Sell |
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|
2015
Q1 | $8.5M | Buy |
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|
2014
Q4 | $137K | Buy |
|
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|
2014
Q3 | $58K | Sell |
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|
2014
Q2 | $75K | Buy |
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|
2014
Q1 | $43K | Sell |
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|
2013
Q4 | $60K | Sell |
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|
2013
Q3 | $139K | Buy |
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|
2013
Q2 | $49K | Buy |
|