Evercore Wealth 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 | $989K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1M | Hold |
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|
2024
Q1 | $929K | Sell |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $901K | Sell |
|
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.19M | Buy |
|
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.36M | Sell |
|
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.73M | Sell |
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|
2019
Q2 | $1.6M | Buy |
|
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $961K | Sell |
|
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|
2018
Q3 | $1.03M | Buy |
|
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|
2018
Q2 | $1.04M | Buy |
|
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|
2018
Q1 | $535K | Sell |
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|
2017
Q4 | $606K | Buy |
|
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|
2017
Q3 | $582K | Sell |
|
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|
2017
Q2 | $607K | Sell |
|
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|
2017
Q1 | $932K | Sell |
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|
2016
Q4 | $940K | Buy |
|
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|
2016
Q3 | $920K | Buy |
|
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|
2016
Q2 | $918K | Buy |
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|
2016
Q1 | $845K | Buy |
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|
2015
Q4 | $565K | Buy |
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|
2015
Q3 | $508K | Sell |
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|
2015
Q2 | $509K | Sell |
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|
2015
Q1 | $554K | Buy |
|
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|
2014
Q4 | $491K | Sell |
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|
2014
Q3 | $544K | Sell |
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|
2014
Q2 | $611K | Buy |
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|
2014
Q1 | $574K | Buy |
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|
2013
Q4 | $249K | Sell |
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|
2013
Q3 | $340K | Sell |
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|
2013
Q2 | $403K | Buy |
|