First Dallas Securities’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
Q3 | $571K | Sell |
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|
2025
Q2 | $645K | Hold |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $671K | Sell |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $707K | Sell |
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|
2022
Q2 | $754K | Buy |
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|
2022
Q1 | $767K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $671K | Hold |
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|
2021
Q2 | $655K | Sell |
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|
2021
Q1 | $719K | Sell |
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|
2020
Q4 | $726K | Buy |
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|
2020
Q3 | $641K | Buy |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $772K | Sell |
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|
2019
Q3 | $801K | Sell |
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|
2019
Q2 | $744K | Sell |
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|
2019
Q1 | $737K | Hold |
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|
2018
Q4 | $626K | Buy |
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|
2018
Q3 | $622K | Buy |
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|
2018
Q2 | $644K | Sell |
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|
2018
Q1 | $650K | Buy |
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|
2017
Q4 | $604K | Hold |
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|
2017
Q3 | $617K | Buy |
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|
2017
Q2 | $601K | Sell |
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|
2017
Q1 | $640K | Sell |
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|
2016
Q4 | $645K | Sell |
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|
2016
Q3 | $678K | Sell |
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|
2016
Q2 | $875K | Buy |
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|
2016
Q1 | $807K | Sell |
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|
2015
Q4 | $765K | Sell |
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|
2015
Q3 | $762K | Sell |
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|
2015
Q2 | $741K | Buy |
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|
2015
Q1 | $775K | Sell |
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|
2014
Q4 | $933K | Sell |
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|
2014
Q3 | $856K | Buy |
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|
2014
Q2 | $889K | Buy |
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|
2014
Q1 | $846K | Hold |
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|
2013
Q4 | $791K | Sell |
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|
2013
Q3 | $801K | Sell |
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|
2013
Q2 | $862K | Buy |
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