EP Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Buy |
362,559
+15,744
| +5% | +$1.45M | 0.22% | 79 |
|
|
2025
Q1 | $31.9M | Buy |
346,815
+3,182
| +0.9% | +$293K | 0.25% | 76 |
|
|
2024
Q4 | $28.3M | Sell |
343,633
-11,248
| -3% | -$926K | 0.23% | 82 |
|
|
2024
Q3 | $32M | Buy |
354,881
+2,326
| +0.7% | +$210K | 0.28% | 73 |
|
|
2024
Q2 | $27.3M | Sell |
352,555
-8,199
| -2% | -$636K | 0.29% | 75 |
|
|
2024
Q1 | $25.9M | Sell |
360,754
-170,725
| -32% | -$12.2M | 0.3% | 75 |
|
|
2023
Q4 | $37.3M | Buy |
531,479
+28,376
| +6% | +$1.99M | 0.48% | 59 |
|
|
2023
Q3 | $32.6M | Buy |
503,103
+311,103
| +162% | +$20.1M | 0.51% | 55 |
|
|
2023
Q2 | $34.1M | Buy |
192,000
+185,327
| +2,777% | +$32.9M | 0.49% | 50 |
|
|
2023
Q1 | $1.03M | Sell |
6,673
-409,532
| -98% | -$63.2M | 0.02% | 299 |
|
|
2022
Q4 | $29.7M | Buy |
+416,205
| New | +$29.7M | 0.54% | 50 |
|
|
2022
Q3 | – | Sell |
-12,280
| Closed | -$876K | – | 594 |
|
|
2022
Q2 | $876K | Sell |
12,280
-2,599
| -17% | -$185K | 0.02% | 275 |
|
|
2022
Q1 | $1.08M | Sell |
14,879
-485
| -3% | -$35.2K | 0.02% | 262 |
|
|
2021
Q4 | $1.05M | Buy |
15,364
+2
| +0% | +$137 | 0.02% | 252 |
|
|
2021
Q3 | $952K | Sell |
15,362
-3,472
| -18% | -$215K | 0.03% | 246 |
|
|
2021
Q2 | $1.14M | Buy |
18,834
+527
| +3% | +$31.9K | 0.03% | 234 |
|
|
2021
Q1 | $1.14M | Buy |
18,307
+1,817
| +11% | +$113K | 0.04% | 216 |
|
|
2020
Q4 | $1.01M | Sell |
16,490
-1,151
| -7% | -$70.7K | 0.04% | 187 |
|
|
2020
Q3 | $956K | Sell |
17,641
-1,728
| -9% | -$93.6K | 0.04% | 164 |
|
|
2020
Q2 | $1M | Sell |
19,369
-2,815
| -13% | -$146K | 0.04% | 174 |
|
|
2020
Q1 | $1.2M | Buy |
22,184
+2,913
| +15% | +$158K | 0.06% | 152 |
|
|
2019
Q4 | $1.23M | Sell |
19,271
-1,290
| -6% | -$82.2K | 0.05% | 167 |
|
|
2019
Q3 | $1.27M | Buy |
20,561
+3,177
| +18% | +$196K | 0.06% | 128 |
|
|
2019
Q2 | $961K | Buy |
17,384
+390
| +2% | +$21.6K | 0.06% | 132 |
|
|
2019
Q1 | $878K | Buy |
16,994
+2,096
| +14% | +$108K | 0.08% | 125 |
|
|
2018
Q4 | $654K | Sell |
14,898
-661
| -4% | -$29K | 0.05% | 153 |
|
|
2018
Q3 | $678K | Buy |
+15,559
| New | +$678K | 0.05% | 151 |
|