HighTower Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140M | Buy |
1,521,288
+38,895
| +3% | +$3.57M | 0.18% | 125 |
|
|
2025
Q1 | $136M | Sell |
1,482,393
-22,300
| -1% | -$2.05M | 0.19% | 125 |
|
|
2024
Q4 | $124M | Buy |
1,504,693
+465,399
| +45% | +$38.3M | 0.17% | 136 |
|
|
2024
Q3 | $93.8M | Buy |
1,039,294
+112,132
| +12% | +$10.1M | 0.13% | 168 |
|
|
2024
Q2 | $71.9M | Sell |
927,162
-16,929
| -2% | -$1.31M | 0.11% | 199 |
|
|
2024
Q1 | $67.8M | Sell |
944,091
-67,563
| -7% | -$4.85M | 0.11% | 203 |
|
|
2023
Q4 | $71M | Sell |
1,011,654
-26,278
| -3% | -$1.84M | 0.12% | 186 |
|
|
2023
Q3 | $67.2M | Sell |
1,037,932
-67,717
| -6% | -$4.38M | 0.13% | 172 |
|
|
2023
Q2 | $77.7M | Buy |
1,105,649
+43,870
| +4% | +$3.08M | 0.15% | 144 |
|
|
2023
Q1 | $73.9M | Buy |
1,061,779
+82,242
| +8% | +$5.72M | 0.16% | 149 |
|
|
2022
Q4 | $69.9M | Buy |
979,537
+121,106
| +14% | +$8.64M | 0.16% | 144 |
|
|
2022
Q3 | $58.3M | Buy |
858,431
+20,174
| +2% | +$1.37M | 0.16% | 147 |
|
|
2022
Q2 | $59.7M | Buy |
838,257
+27,240
| +3% | +$1.94M | 0.15% | 143 |
|
|
2022
Q1 | $58.8M | Buy |
811,017
+52,266
| +7% | +$3.79M | 0.13% | 160 |
|
|
2021
Q4 | $52M | Buy |
758,751
+21,135
| +3% | +$1.45M | 0.11% | 185 |
|
|
2021
Q3 | $45.7M | Buy |
737,616
+21,224
| +3% | +$1.31M | 0.12% | 172 |
|
|
2021
Q2 | $43.4M | Buy |
716,392
+48,421
| +7% | +$2.93M | 0.13% | 166 |
|
|
2021
Q1 | $41.5M | Sell |
667,971
-56,935
| -8% | -$3.54M | 0.13% | 161 |
|
|
2020
Q4 | $44.5M | Buy |
724,906
+66,883
| +10% | +$4.11M | 0.19% | 113 |
|
|
2020
Q3 | $35.7M | Buy |
658,023
+56,653
| +9% | +$3.07M | 0.17% | 125 |
|
|
2020
Q2 | $31.2M | Buy |
601,370
+1,912
| +0.3% | +$99.3K | 0.17% | 130 |
|
|
2020
Q1 | $32.4M | Buy |
599,458
+56,838
| +10% | +$3.08M | 0.21% | 103 |
|
|
2019
Q4 | $34.5M | Sell |
542,620
-4,546
| -0.8% | -$289K | 0.2% | 106 |
|
|
2019
Q3 | $33.8M | Buy |
547,166
+38,312
| +8% | +$2.37M | 0.18% | 117 |
|
|
2019
Q2 | $28.2M | Buy |
508,854
+23,813
| +5% | +$1.32M | 0.17% | 132 |
|
|
2019
Q1 | $25.1M | Buy |
485,041
+10,255
| +2% | +$531K | 0.17% | 130 |
|
|
2018
Q4 | $20.8M | Buy |
474,786
+14,391
| +3% | +$631K | 0.16% | 130 |
|
|
2018
Q3 | $20M | Buy |
460,395
+3,514
| +0.8% | +$153K | 0.14% | 154 |
|
|
2018
Q2 | $21.2M | Buy |
456,881
+5,179
| +1% | +$240K | 0.17% | 129 |
|
|
2018
Q1 | $20.2M | Buy |
451,702
+26,392
| +6% | +$1.18M | 0.17% | 128 |
|
|
2017
Q4 | $20.4M | Sell |
425,310
-12,025
| -3% | -$578K | 0.17% | 128 |
|
|
2017
Q3 | $21.4M | Buy |
437,335
+19,898
| +5% | +$975K | 0.18% | 119 |
|
|
2017
Q2 | $20M | Sell |
417,437
-103,226
| -20% | -$4.94M | 0.18% | 122 |
|
|
2017
Q1 | $25.8M | Buy |
520,663
+15,354
| +3% | +$761K | 0.25% | 80 |
|
|
2016
Q4 | $24.8M | Buy |
505,309
+2,610
| +0.5% | +$128K | 0.27% | 75 |
|
|
2016
Q3 | $25.8M | Buy |
502,699
+17,445
| +4% | +$896K | 0.3% | 68 |
|
|
2016
Q2 | $26M | Sell |
485,254
-61,866
| -11% | -$3.32M | 0.33% | 63 |
|
|
2016
Q1 | $28.4M | Buy |
547,120
+211,931
| +63% | +$11M | 0.09% | 54 |
|
|
2015
Q4 | $15.7M | Sell |
335,189
-36,746
| -10% | -$1.72M | 0.19% | 121 |
|
|
2015
Q3 | $16.6M | Buy |
371,935
+34,674
| +10% | +$1.55M | 0.22% | 104 |
|
|
2015
Q2 | $14.1M | Buy |
337,261
+81,065
| +32% | +$3.4M | 0.23% | 96 |
|
|
2015
Q1 | $11.3M | Sell |
256,196
-80,677
| -24% | -$3.57M | 0.17% | 136 |
|
|
2014
Q4 | $16.5M | Buy |
336,873
+50,072
| +17% | +$2.46M | 0.25% | 94 |
|
|
2014
Q3 | $12.5M | Buy |
286,801
+106,395
| +59% | +$4.64M | 0.21% | 107 |
|
|
2014
Q2 | $8.19M | Buy |
180,406
+35,627
| +25% | +$1.62M | 0.14% | 166 |
|
|
2014
Q1 | $6.36M | Buy |
144,779
+7,255
| +5% | +$319K | 0.12% | 195 |
|
|
2013
Q4 | $5.65M | Buy |
137,524
+98,487
| +252% | +$4.05M | 0.12% | 208 |
|
|
2013
Q3 | $1.61M | Sell |
39,037
-3,424
| -8% | -$141K | 0.04% | 463 |
|
|
2013
Q2 | $1.87M | Buy |
+42,461
| New | +$1.87M | 0.05% | 406 |
|