First Trust Advisors’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 | $79.9M | Sell |
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|
2025
Q1 | $90.9M | Buy |
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|
2024
Q4 | $64.1M | Buy |
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|
2024
Q3 | $58.2M | Buy |
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|
2024
Q2 | $49.9M | Sell |
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|
2024
Q1 | $162M | Sell |
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|
2023
Q4 | $162M | Sell |
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|
2023
Q3 | $172M | Sell |
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|
2023
Q2 | $190M | Sell |
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|
2023
Q1 | $205M | Buy |
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|
2022
Q4 | $187M | Buy |
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|
2022
Q3 | $122M | Sell |
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|
2022
Q2 | $140M | Buy |
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|
2022
Q1 | $123M | Buy |
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|
2021
Q4 | $115M | Sell |
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|
2021
Q3 | $111M | Sell |
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|
2021
Q2 | $111M | Sell |
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|
2021
Q1 | $115M | Buy |
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|
2020
Q4 | $104M | Sell |
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|
2020
Q3 | $97.8M | Buy |
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|
2020
Q2 | $85M | Sell |
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|
2020
Q1 | $109M | Sell |
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|
2019
Q4 | $159M | Buy |
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|
2019
Q3 | $133M | Buy |
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|
2019
Q2 | $106M | Buy |
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|
2019
Q1 | $80.3M | Sell |
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|
2018
Q4 | $72.6M | Buy |
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|
2018
Q3 | $63.5M | Buy |
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|
2018
Q2 | $64.1M | Sell |
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|
2018
Q1 | $62.6M | Buy |
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|
2017
Q4 | $60M | Sell |
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|
2017
Q3 | $107M | Buy |
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|
2017
Q2 | $89.1M | Buy |
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|
2017
Q1 | $88.8M | Buy |
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|
2016
Q4 | $81.1M | Sell |
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|
2016
Q3 | $87.8M | Buy |
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|
2016
Q2 | $74.4M | Buy |
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|
2016
Q1 | $57M | Buy |
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|
2015
Q4 | $36.4M | Sell |
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|
2015
Q3 | $40.1M | Sell |
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|
2015
Q2 | $40.1M | Buy |
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|
2015
Q1 | $41.6M | Sell |
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|
2014
Q4 | $60.6M | Buy |
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|
2014
Q3 | $39.6M | Sell |
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|
2014
Q2 | $43.2M | Sell |
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|
2014
Q1 | $59.3M | Buy |
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|
2013
Q4 | $30.4M | Sell |
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|
2013
Q3 | $73.1M | Buy |
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|
2013
Q2 | $71.5M | Buy |
|