Epoch Investment Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $501K | Sell |
|
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $700K | Sell |
|
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.2M | Sell |
|
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|
2022
Q2 | $1.29M | Buy |
|
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|
2022
Q1 | $1.25M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $108M | Sell |
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|
2018
Q3 | $121M | Sell |
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|
2018
Q2 | $137K | Sell |
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|
2018
Q1 | $143M | Sell |
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|
2017
Q4 | $161M | Buy |
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|
2017
Q3 | $163M | Buy |
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|
2017
Q2 | $158M | Buy |
|
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|
2017
Q1 | $162M | Buy |
|
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|
2016
Q4 | $152M | Sell |
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|
2016
Q3 | $162M | Buy |
|
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|
2016
Q2 | $166M | Buy |
|
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|
2016
Q1 | $157M | Sell |
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|
2015
Q4 | $142M | Sell |
|
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|
2015
Q3 | $138M | Buy |
|
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|
2015
Q2 | $119M | Buy |
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|
2015
Q1 | $126M | Buy |
|
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|
2014
Q4 | $139M | Buy |
|
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|
2014
Q3 | $122M | Buy |
|
|||||
|
2014
Q2 | $121M | Buy |
|
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|
2014
Q1 | $111M | Sell |
|
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|
2013
Q4 | $198M | Buy |
|
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|
2013
Q3 | $120M | Buy |
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|
2013
Q2 | $119M | Buy |
|