EFS
Essex Financial Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
39,225
-629
| -2% | -$57.8K | 0.24% | 89 |
|
|
2025
Q1 | $3.66M | Sell |
39,854
-2,334
| -6% | -$215K | 0.26% | 88 |
|
|
2024
Q4 | $3.47M | Buy |
42,188
+1,566
| +4% | +$129K | 0.25% | 89 |
|
|
2024
Q3 | $3.78M | Sell |
40,622
-3,820
| -9% | -$356K | 0.27% | 83 |
|
|
2024
Q2 | $3.84M | Buy |
44,442
+10,106
| +29% | +$874K | 0.29% | 78 |
|
|
2024
Q1 | $2.46M | Sell |
34,336
-1,156
| -3% | -$82.9K | 0.23% | 94 |
|
|
2023
Q4 | $2.49M | Sell |
35,492
-508
| -1% | -$35.6K | 0.26% | 87 |
|
|
2023
Q3 | $2.33M | Buy |
36,000
+2,471
| +7% | +$160K | 0.27% | 80 |
|
|
2023
Q2 | $2.36M | Sell |
33,529
-207
| -0.6% | -$14.5K | 0.27% | 81 |
|
|
2023
Q1 | $2.35M | Sell |
33,736
-60
| -0.2% | -$4.18K | 0.25% | 95 |
|
|
2022
Q4 | $2.41M | Sell |
33,796
-1,051
| -3% | -$75K | 0.26% | 94 |
|
|
2022
Q3 | $2.37M | Buy |
34,847
+503
| +1% | +$34.2K | 0.28% | 84 |
|
|
2022
Q2 | $2.45M | Sell |
34,344
-72
| -0.2% | -$5.13K | 0.27% | 90 |
|
|
2022
Q1 | $2.5M | Buy |
34,416
+2,116
| +7% | +$153K | 0.24% | 101 |
|
|
2021
Q4 | $2.22M | Sell |
32,300
-1,140
| -3% | -$78.2K | 0.22% | 101 |
|
|
2021
Q3 | $2.07M | Buy |
33,440
+4,646
| +16% | +$288K | 0.24% | 97 |
|
|
2021
Q2 | $1.79M | Hold |
28,794
| – | – | 0.26% | 92 |
|
|
2021
Q1 | $1.79M | Buy |
28,794
+2,007
| +7% | +$125K | 0.32% | 79 |
|
|
2020
Q4 | $1.65M | Buy |
26,787
+2,290
| +9% | +$141K | 0.33% | 78 |
|
|
2020
Q3 | $1.33M | Buy |
24,497
+6,200
| +34% | +$336K | 0.33% | 68 |
|
|
2020
Q2 | $949K | Buy |
18,297
+189
| +1% | +$9.8K | 0.29% | 83 |
|
|
2020
Q1 | $980K | Sell |
18,108
-580
| -3% | -$31.4K | 0.35% | 75 |
|
|
2019
Q4 | $1.19M | Hold |
18,688
| – | – | 0.33% | 73 |
|
|
2019
Q3 | $1.15M | Sell |
18,688
-776
| -4% | -$47.9K | 0.37% | 74 |
|
|
2019
Q2 | $1.08M | Sell |
19,464
-300
| -2% | -$16.6K | 0.32% | 76 |
|
|
2019
Q1 | $1.02M | Buy |
19,764
+295
| +2% | +$15.2K | 0.31% | 77 |
|
|
2018
Q4 | $855K | Sell |
19,469
-6,263
| -24% | -$275K | 0.26% | 85 |
|
|
2018
Q3 | $1.12M | Sell |
25,732
-867
| -3% | -$37.8K | 0.25% | 93 |
|
|
2018
Q2 | $1.23M | Buy |
26,599
+1,854
| +7% | +$85.9K | 0.3% | 79 |
|
|
2018
Q1 | $1.11M | Sell |
24,745
-21,409
| -46% | -$956K | 0.22% | 109 |
|
|
2017
Q4 | $2.22M | Sell |
46,154
-1,386
| -3% | -$66.7K | 0.53% | 51 |
|
|
2017
Q3 | $2.34M | Sell |
47,540
-1,860
| -4% | -$91.4K | 0.57% | 44 |
|
|
2017
Q2 | $2.37M | Sell |
49,400
-4,687
| -9% | -$224K | 0.5% | 51 |
|
|
2017
Q1 | $2.69M | Sell |
54,087
-2,774
| -5% | -$138K | 0.62% | 43 |
|
|
2016
Q4 | $2.8M | Sell |
56,861
-886
| -2% | -$43.6K | 0.6% | 44 |
|
|
2016
Q3 | $2.96M | Buy |
57,747
+330
| +0.6% | +$16.9K | 0.71% | 38 |
|
|
2016
Q2 | $3.08M | Sell |
57,417
-1,878
| -3% | -$101K | 0.74% | 33 |
|
|
2016
Q1 | $3.07M | Sell |
59,295
-1,599
| -3% | -$82.7K | 0.76% | 36 |
|
|
2015
Q4 | $2.85M | Sell |
60,894
-883
| -1% | -$41.3K | 0.68% | 40 |
|
|
2015
Q3 | $2.76M | Buy |
61,777
+1,882
| +3% | +$84.1K | 0.72% | 38 |
|
|
2015
Q2 | $2.51M | Sell |
59,895
-430
| -0.7% | -$18K | 0.65% | 43 |
|
|
2015
Q1 | $2.67M | Sell |
60,325
-3,096
| -5% | -$137K | 0.69% | 41 |
|
|
2014
Q4 | $3.12M | Buy |
63,421
+22,951
| +57% | +$1.13M | 0.81% | 34 |
|
|
2014
Q3 | $1.77M | Sell |
40,470
-523
| -1% | -$22.8K | 0.53% | 48 |
|
|
2014
Q2 | $1.86M | Sell |
40,993
-5,417
| -12% | -$246K | 0.56% | 41 |
|
|
2014
Q1 | $2.04M | Sell |
46,410
-1,286
| -3% | -$56.5K | 0.67% | 33 |
|
|
2013
Q4 | $1.96M | Sell |
47,696
-6,181
| -11% | -$254K | 0.66% | 35 |
|
|
2013
Q3 | $2.22K | Sell |
53,877
-9,114
| -14% | -$375 | 0.7% | 32 |
|
|
2013
Q2 | $2.78M | Buy |
+62,991
| New | +$2.78M | 0.97% | 24 |
|