Equitable Holdings’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 | $6.94M | Buy |
75,581
+3,152
| +4% | +$289K | 0.06% | 258 |
|
|
2025
Q1 | $6.66M | Buy |
72,429
+8,345
| +13% | +$767K | 0.06% | 243 |
|
|
2024
Q4 | $5.28M | Buy |
64,084
+11,533
| +22% | +$949K | 0.05% | 272 |
|
|
2024
Q3 | $4.74M | Buy |
52,551
+6,747
| +15% | +$608K | 0.05% | 291 |
|
|
2024
Q2 | $3.55M | Sell |
45,804
-894
| -2% | -$69.3K | 0.04% | 333 |
|
|
2024
Q1 | $3.35M | Buy |
46,698
+6,082
| +15% | +$436K | 0.04% | 322 |
|
|
2023
Q4 | $2.85M | Buy |
40,616
+4,132
| +11% | +$290K | 0.04% | 326 |
|
|
2023
Q3 | $2.36M | Buy |
36,484
+3,848
| +12% | +$249K | 0.03% | 322 |
|
|
2023
Q2 | $2.29M | Buy |
32,636
+15,811
| +94% | +$1.11M | 0.03% | 322 |
|
|
2023
Q1 | $1.17M | Buy |
16,825
+7,393
| +78% | +$514K | 0.02% | 440 |
|
|
2022
Q4 | $674K | Buy |
9,432
+821
| +10% | +$58.6K | 0.01% | 540 |
|
|
2022
Q3 | $586K | Buy |
8,611
+2,323
| +37% | +$158K | 0.01% | 526 |
|
|
2022
Q2 | $448K | Sell |
6,288
-2,425
| -28% | -$173K | 0.01% | 584 |
|
|
2022
Q1 | $632K | Buy |
8,713
+912
| +12% | +$66.2K | 0.01% | 520 |
|
|
2021
Q4 | $535K | Buy |
7,801
+7
| +0.1% | +$480 | 0.01% | 553 |
|
|
2021
Q3 | $483K | Buy |
7,794
+8
| +0.1% | +$496 | 0.01% | 553 |
|
|
2021
Q2 | $471K | Sell |
7,786
-54
| -0.7% | -$3.27K | 0.01% | 549 |
|
|
2021
Q1 | $487K | Sell |
7,840
-219
| -3% | -$13.6K | 0.01% | 516 |
|
|
2020
Q4 | $495K | Buy |
8,059
+907
| +13% | +$55.7K | 0.01% | 459 |
|
|
2020
Q3 | $388K | Buy |
7,152
+208
| +3% | +$11.3K | 0.01% | 474 |
|
|
2020
Q2 | $360K | Sell |
6,944
-242
| -3% | -$12.5K | 0.01% | 470 |
|
|
2020
Q1 | $389K | Sell |
7,186
-491
| -6% | -$26.6K | 0.01% | 409 |
|
|
2019
Q4 | $489K | Buy |
+7,677
| New | +$489K | 0.01% | 404 |
|