HighTower 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 | $140M | Buy |
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|
2025
Q1 | $136M | Sell |
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|
2024
Q4 | $124M | Buy |
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|
2024
Q3 | $93.8M | Buy |
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|
2024
Q2 | $71.9M | Sell |
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|
2024
Q1 | $67.8M | Sell |
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|
2023
Q4 | $71M | Sell |
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|
2023
Q3 | $67.2M | Sell |
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|
2023
Q2 | $77.7M | Buy |
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|
2023
Q1 | $73.8M | Buy |
|
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|
2022
Q4 | $69.9M | Buy |
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|
2022
Q3 | $58.3M | Buy |
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|
2022
Q2 | $59.7M | Buy |
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|
2022
Q1 | $58.8M | Buy |
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|
2021
Q4 | $52M | Buy |
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|
2021
Q3 | $45.7M | Buy |
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|
2021
Q2 | $43.4M | Buy |
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|
2021
Q1 | $41.5M | Sell |
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|
2020
Q4 | $44.5M | Buy |
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|
2020
Q3 | $35.7M | Buy |
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|
2020
Q2 | $31.2M | Buy |
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|
2020
Q1 | $32.4M | Buy |
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|
2019
Q4 | $34.5M | Sell |
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|
2019
Q3 | $33.8M | Buy |
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|
2019
Q2 | $28.2M | Buy |
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|
2019
Q1 | $25.1M | Buy |
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|
2018
Q4 | $20.8M | Buy |
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|
2018
Q3 | $20M | Buy |
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|
2018
Q2 | $21.2M | Buy |
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|
2018
Q1 | $20.2M | Buy |
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|
2017
Q4 | $20.4M | Sell |
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|
2017
Q3 | $21.4M | Buy |
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|
2017
Q2 | $20M | Sell |
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|
2017
Q1 | $25.8M | Buy |
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|
2016
Q4 | $24.8M | Buy |
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|
2016
Q3 | $25.8M | Buy |
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|
2016
Q2 | $26M | Sell |
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|
2016
Q1 | $28.4M | Buy |
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|
2015
Q4 | $15.7M | Sell |
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|
2015
Q3 | $16.6M | Buy |
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|
2015
Q2 | $14.1M | Buy |
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|
2015
Q1 | $11.3M | Sell |
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|
2014
Q4 | $16.5M | Buy |
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|
2014
Q3 | $12.5M | Buy |
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|
2014
Q2 | $8.19M | Buy |
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|
2014
Q1 | $6.36M | Buy |
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|
2013
Q4 | $5.65M | Buy |
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|
2013
Q3 | $1.61M | Sell |
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|
2013
Q2 | $1.87M | Buy |
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