Ferguson Wellman Capital Management’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 | $233K | Sell |
2,535
-2,300
| -48% | -$211K | ﹤0.01% | 320 |
|
|
2025
Q1 | $445K | Buy |
4,835
+480
| +11% | +$44.1K | 0.01% | 255 |
|
|
2024
Q4 | $359K | Buy |
4,355
+36
| +0.8% | +$2.96K | 0.01% | 277 |
|
|
2024
Q3 | $389K | Sell |
4,319
-98
| -2% | -$8.84K | 0.01% | 280 |
|
|
2024
Q2 | $343K | Hold |
4,417
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $317K | Sell |
4,417
-607
| -12% | -$43.5K | 0.01% | 305 |
|
|
2023
Q4 | $352K | Buy |
5,024
+594
| +13% | +$41.7K | 0.01% | 285 |
|
|
2023
Q3 | $287K | Sell |
4,430
-67
| -1% | -$4.34K | 0.01% | 297 |
|
|
2023
Q2 | $316K | Sell |
4,497
-167
| -4% | -$11.7K | 0.01% | 300 |
|
|
2023
Q1 | $325K | Buy |
4,664
+154
| +3% | +$10.7K | 0.01% | 290 |
|
|
2022
Q4 | $322K | Buy |
+4,510
| New | +$322K | 0.01% | 288 |
|
|
2021
Q1 | – | Sell |
-3,970
| Closed | -$244K | – | 389 |
|
|
2020
Q4 | $244K | Hold |
3,970
| – | – | 0.01% | 338 |
|
|
2020
Q3 | $215K | Buy |
+3,970
| New | +$215K | 0.01% | 328 |
|
|
2017
Q4 | – | Sell |
-4,329
| Closed | -$213K | – | 360 |
|
|
2017
Q3 | $213K | Hold |
4,329
| – | – | 0.01% | 324 |
|
|
2017
Q2 | $207K | Hold |
4,329
| – | – | 0.01% | 322 |
|
|
2017
Q1 | $215K | Sell |
4,329
-100
| -2% | -$4.97K | 0.01% | 318 |
|
|
2016
Q4 | $218K | Hold |
4,429
| – | – | 0.01% | 313 |
|
|
2016
Q3 | $227K | Hold |
4,429
| – | – | 0.01% | 291 |
|
|
2016
Q2 | $238K | Buy |
4,429
+259
| +6% | +$13.9K | 0.01% | 285 |
|
|
2016
Q1 | $216K | Buy |
+4,170
| New | +$216K | 0.01% | 291 |
|
|
2015
Q1 | – | Sell |
-4,256
| Closed | -$209K | – | 337 |
|
|
2014
Q4 | $209K | Buy |
+4,256
| New | +$209K | 0.01% | 317 |
|
|
2014
Q3 | – | Sell |
-4,615
| Closed | -$209K | – | 326 |
|
|
2014
Q2 | $209K | Buy |
+4,615
| New | +$209K | 0.01% | 314 |
|