Franklin Street 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
Q3 | $738K | Buy |
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|
2025
Q2 | $646K | Sell |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $674K | Buy |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $581K | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $712K | Buy |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $711K | Sell |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $686K | Sell |
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|
2021
Q3 | $676K | Buy |
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|
2021
Q2 | $640K | Buy |
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|
2021
Q1 | $619K | Sell |
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|
2020
Q4 | $785K | Sell |
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|
2020
Q3 | $710K | Sell |
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|
2020
Q2 | $710K | Buy |
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|
2020
Q1 | $663K | Sell |
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|
2019
Q4 | $784K | Hold |
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|
2019
Q3 | $761K | Sell |
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|
2019
Q2 | $684K | Hold |
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|
2019
Q1 | $639K | Hold |
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|
2018
Q4 | $543K | Sell |
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|
2018
Q3 | $543K | Buy |
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|
2018
Q2 | $516K | Buy |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $7.38M | Buy |
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|
2017
Q3 | $7M | Buy |
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|
2017
Q2 | $6.75M | Buy |
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|
2017
Q1 | $6.32M | Buy |
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|
2016
Q4 | $5.86M | Buy |
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|
2016
Q3 | $5.31M | Buy |
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|
2016
Q2 | $5.29M | Buy |
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|
2016
Q1 | $4.16M | Buy |
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|
2015
Q4 | $269K | Sell |
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|
2015
Q3 | $301K | Sell |
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|
2015
Q2 | $306K | Buy |
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|
2015
Q1 | $301K | Buy |
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|
2014
Q4 | $324K | Sell |
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|
2014
Q3 | $345K | Buy |
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|
2014
Q2 | $297K | Buy |
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|
2014
Q1 | $252K | Sell |
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|
2013
Q4 | $253K | Sell |
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|
2013
Q3 | $254K | Hold |
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|
2013
Q2 | $272K | Buy |
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