Gradient Investments’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
2,785
+60
| +2% | +$5.51K | ﹤0.01% | 330 |
|
|
2025
Q1 | $251K | Buy |
2,725
+20
| +0.7% | +$1.84K | 0.01% | 295 |
|
|
2024
Q4 | $223K | Sell |
2,705
-1
| -0% | -$82 | ﹤0.01% | 285 |
|
|
2024
Q3 | $244K | Sell |
2,706
-603
| -18% | -$54.4K | 0.01% | 273 |
|
|
2024
Q2 | $257K | Buy |
3,309
+143
| +5% | +$11.1K | 0.01% | 285 |
|
|
2024
Q1 | $227K | Sell |
3,166
-3,930
| -55% | -$282K | 0.01% | 283 |
|
|
2023
Q4 | $498K | Sell |
7,096
-2,486
| -26% | -$174K | 0.01% | 255 |
|
|
2023
Q3 | $620K | Sell |
9,582
-2,223
| -19% | -$144K | 0.02% | 205 |
|
|
2023
Q2 | $829K | Sell |
11,805
-70
| -0.6% | -$4.92K | 0.02% | 183 |
|
|
2023
Q1 | $826K | Sell |
11,875
-1,220
| -9% | -$84.9K | 0.02% | 183 |
|
|
2022
Q4 | $935K | Sell |
13,095
-415
| -3% | -$29.6K | 0.03% | 186 |
|
|
2022
Q3 | $919K | Buy |
13,510
+5,408
| +67% | +$368K | 0.03% | 182 |
|
|
2022
Q2 | $578K | Buy |
8,102
+900
| +12% | +$64.2K | 0.02% | 200 |
|
|
2022
Q1 | $522K | Buy |
7,202
+13
| +0.2% | +$942 | 0.01% | 211 |
|
|
2021
Q4 | $493K | Buy |
7,189
+423
| +6% | +$29K | 0.01% | 214 |
|
|
2021
Q3 | $419K | Buy |
6,766
+173
| +3% | +$10.7K | 0.01% | 233 |
|
|
2021
Q2 | $399K | Sell |
6,593
-1,218
| -16% | -$73.7K | 0.01% | 235 |
|
|
2021
Q1 | $486K | Buy |
7,811
+1,093
| +16% | +$68K | 0.02% | 221 |
|
|
2020
Q4 | $364K | Hold |
6,718
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $364K | Buy |
6,718
+2,056
| +44% | +$111K | 0.02% | 218 |
|
|
2020
Q2 | $242K | Sell |
4,662
-352
| -7% | -$18.3K | 0.01% | 232 |
|
|
2020
Q1 | $271K | Buy |
5,014
+451
| +10% | +$24.4K | 0.01% | 215 |
|
|
2019
Q4 | $291K | Sell |
4,563
-1,056
| -19% | -$67.3K | 0.01% | 236 |
|
|
2019
Q3 | $347K | Buy |
5,619
+50
| +0.9% | +$3.09K | 0.02% | 234 |
|
|
2019
Q2 | $308K | Hold |
5,569
| – | – | 0.02% | 241 |
|
|
2019
Q1 | $288K | Sell |
5,569
-352
| -6% | -$18.2K | 0.02% | 223 |
|
|
2018
Q4 | $260K | Sell |
5,921
-382
| -6% | -$16.8K | 0.02% | 211 |
|
|
2018
Q3 | $275K | Buy |
6,303
+100
| +2% | +$4.36K | 0.01% | 225 |
|
|
2018
Q2 | $287K | Sell |
6,203
-54
| -0.9% | -$2.5K | 0.02% | 216 |
|
|
2018
Q1 | $279K | Hold |
6,257
| – | – | 0.02% | 219 |
|
|
2017
Q4 | $301K | Buy |
6,257
+1,203
| +24% | +$57.9K | 0.02% | 226 |
|
|
2017
Q3 | $248K | Buy |
5,054
+115
| +2% | +$5.64K | 0.02% | 221 |
|
|
2017
Q2 | $236K | Sell |
4,939
-439
| -8% | -$21K | 0.02% | 214 |
|
|
2017
Q1 | $268K | Buy |
5,378
+1,178
| +28% | +$58.7K | 0.02% | 191 |
|
|
2016
Q4 | $207K | Sell |
4,200
-868
| -17% | -$42.8K | 0.02% | 182 |
|
|
2016
Q3 | $260K | Sell |
5,068
-391
| -7% | -$20.1K | 0.03% | 171 |
|
|
2016
Q2 | $293K | Sell |
5,459
-202
| -4% | -$10.8K | 0.03% | 157 |
|
|
2016
Q1 | $293K | Buy |
5,661
+472
| +9% | +$24.4K | 0.04% | 150 |
|
|
2015
Q4 | $243K | Sell |
5,189
-659
| -11% | -$30.9K | 0.03% | 164 |
|
|
2015
Q3 | $261K | Hold |
5,848
| – | – | 0.04% | 163 |
|
|
2015
Q2 | $245K | Buy |
5,848
+401
| +7% | +$16.8K | 0.03% | 165 |
|
|
2015
Q1 | $241K | Sell |
5,447
-1,422
| -21% | -$62.9K | 0.04% | 160 |
|
|
2014
Q4 | $337K | Buy |
6,869
+1,590
| +30% | +$78K | 0.06% | 147 |
|
|
2014
Q3 | $230K | Buy |
5,279
+956
| +22% | +$41.7K | 0.04% | 151 |
|
|
2014
Q2 | $196K | Buy |
4,323
+2,491
| +136% | +$113K | 0.04% | 158 |
|
|
2014
Q1 | $80K | Buy |
1,832
+41
| +2% | +$1.79K | 0.02% | 179 |
|
|
2013
Q4 | $74K | Buy |
1,791
+1,339
| +296% | +$55.3K | 0.02% | 198 |
|
|
2013
Q3 | $19K | Sell |
452
-48
| -10% | -$2.02K | 0.01% | 234 |
|
|
2013
Q2 | $22K | Buy |
+500
| New | +$22K | 0.01% | 220 |
|