EWM
Evercore Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Sell |
10,768
-1,648
| -13% | -$151K | 0.02% | 215 |
|
|
2025
Q1 | $1.14M | Sell |
12,416
-28
| -0.2% | -$2.58K | 0.02% | 207 |
|
|
2024
Q4 | $1.02M | Sell |
12,444
-111
| -0.9% | -$9.14K | 0.02% | 215 |
|
|
2024
Q3 | $1.13M | Sell |
12,555
-400
| -3% | -$36.1K | 0.02% | 211 |
|
|
2024
Q2 | $1M | Hold |
12,955
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $929K | Sell |
12,955
-745
| -5% | -$53.4K | 0.01% | 220 |
|
|
2023
Q4 | $961K | Sell |
13,700
-215
| -2% | -$15.1K | 0.02% | 220 |
|
|
2023
Q3 | $901K | Sell |
13,915
-1,225
| -8% | -$79.3K | 0.02% | 219 |
|
|
2023
Q2 | $1.06M | Sell |
15,140
-1,991
| -12% | -$140K | 0.02% | 213 |
|
|
2023
Q1 | $1.19M | Buy |
17,131
+1,946
| +13% | +$135K | 0.02% | 195 |
|
|
2022
Q4 | $1.08M | Sell |
15,185
-1,829
| -11% | -$131K | 0.02% | 201 |
|
|
2022
Q3 | $1.16M | Sell |
17,014
-569
| -3% | -$38.7K | 0.03% | 186 |
|
|
2022
Q2 | $1.25M | Sell |
17,583
-500
| -3% | -$35.7K | 0.03% | 185 |
|
|
2022
Q1 | $1.31M | Sell |
18,083
-855
| -5% | -$62K | 0.02% | 199 |
|
|
2021
Q4 | $1.3M | Sell |
18,938
-5
| -0% | -$343 | 0.02% | 203 |
|
|
2021
Q3 | $1.17M | Sell |
18,943
-20
| -0.1% | -$1.24K | 0.02% | 206 |
|
|
2021
Q2 | $1.15M | Sell |
18,963
-3,968
| -17% | -$240K | 0.02% | 214 |
|
|
2021
Q1 | $1.43M | Sell |
22,931
-260
| -1% | -$16.2K | 0.03% | 192 |
|
|
2020
Q4 | $1.43M | Buy |
23,191
+334
| +1% | +$20.5K | 0.03% | 183 |
|
|
2020
Q3 | $1.24M | Sell |
22,857
-1,792
| -7% | -$97.2K | 0.03% | 177 |
|
|
2020
Q2 | $1.28M | Sell |
24,649
-433
| -2% | -$22.5K | 0.03% | 172 |
|
|
2020
Q1 | $1.36M | Sell |
25,082
-202
| -0.8% | -$10.9K | 0.04% | 159 |
|
|
2019
Q4 | $1.61M | Sell |
25,284
-2,777
| -10% | -$177K | 0.04% | 172 |
|
|
2019
Q3 | $1.73M | Sell |
28,061
-933
| -3% | -$57.6K | 0.05% | 161 |
|
|
2019
Q2 | $1.6M | Buy |
28,994
+7,958
| +38% | +$440K | 0.05% | 164 |
|
|
2019
Q1 | $1.09M | Sell |
21,036
-832
| -4% | -$43K | 0.04% | 191 |
|
|
2018
Q4 | $961K | Sell |
21,868
-1,823
| -8% | -$80.1K | 0.04% | 178 |
|
|
2018
Q3 | $1.03M | Buy |
23,691
+1,171
| +5% | +$51.1K | 0.03% | 194 |
|
|
2018
Q2 | $1.04M | Buy |
22,520
+10,537
| +88% | +$488K | 0.04% | 192 |
|
|
2018
Q1 | $535K | Sell |
11,983
-610
| -5% | -$27.2K | 0.02% | 238 |
|
|
2017
Q4 | $606K | Buy |
12,593
+750
| +6% | +$36.1K | 0.02% | 234 |
|
|
2017
Q3 | $582K | Sell |
11,843
-825
| -7% | -$40.5K | 0.02% | 235 |
|
|
2017
Q2 | $607K | Sell |
12,668
-6,061
| -32% | -$290K | 0.02% | 232 |
|
|
2017
Q1 | $932K | Sell |
18,729
-382
| -2% | -$19K | 0.04% | 184 |
|
|
2016
Q4 | $940K | Buy |
19,111
+1,182
| +7% | +$58.1K | 0.04% | 182 |
|
|
2016
Q3 | $920K | Buy |
17,929
+810
| +5% | +$41.6K | 0.04% | 185 |
|
|
2016
Q2 | $918K | Buy |
17,119
+772
| +5% | +$41.4K | 0.04% | 181 |
|
|
2016
Q1 | $845K | Buy |
16,347
+4,276
| +35% | +$221K | 0.04% | 189 |
|
|
2015
Q4 | $565K | Buy |
12,071
+657
| +6% | +$30.8K | 0.03% | 238 |
|
|
2015
Q3 | $508K | Sell |
11,414
-712
| -6% | -$31.7K | 0.02% | 253 |
|
|
2015
Q2 | $509K | Sell |
12,126
-385
| -3% | -$16.2K | 0.02% | 270 |
|
|
2015
Q1 | $554K | Buy |
12,511
+2,512
| +25% | +$111K | 0.03% | 260 |
|
|
2014
Q4 | $491K | Sell |
9,999
-2,465
| -20% | -$121K | 0.02% | 242 |
|
|
2014
Q3 | $544K | Sell |
12,464
-1,000
| -7% | -$43.6K | 0.03% | 253 |
|
|
2014
Q2 | $611K | Buy |
13,464
+414
| +3% | +$18.8K | 0.03% | 244 |
|
|
2014
Q1 | $574K | Buy |
13,050
+7,000
| +116% | +$308K | 0.03% | 244 |
|
|
2013
Q4 | $249K | Sell |
6,050
-2,200
| -27% | -$90.5K | 0.01% | 344 |
|
|
2013
Q3 | $340K | Sell |
8,250
-900
| -10% | -$37.1K | 0.02% | 329 |
|
|
2013
Q2 | $403K | Buy |
+9,150
| New | +$403K | 0.02% | 307 |
|