Institutional & Family Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.33M | Sell |
68,650
-896
| -1% | -$67.9K | 0.82% | 27 |
|
|
2024
Q1 | $4.99M | Buy |
69,546
+3,047
| +5% | +$210K | 0.8% | 32 |
|
|
2023
Q4 | $4.66M | Sell |
66,499
-7,057
| -10% | -$485K | 0.77% | 33 |
|
|
2023
Q3 | $4.76M | Buy |
73,556
+38
| +0.1% | +$2.64K | 0.78% | 36 |
|
|
2023
Q2 | $5.16M | Buy |
73,518
+124
| +0.2% | +$8.89K | 0.84% | 36 |
|
|
2023
Q1 | $5.11M | Buy |
73,394
+1,415
| +2% | +$95.3K | 0.85% | 34 |
|
|
2022
Q4 | $5.14M | Buy |
71,979
+446
| +0.6% | +$29.8K | 0.86% | 28 |
|
|
2022
Q3 | $4.86M | Buy |
71,533
+1,007
| +1% | +$76.3K | 0.88% | 28 |
|
|
2022
Q2 | $5.03M | Buy |
70,526
+1,654
| +2% | +$121K | 0.88% | 26 |
|
|
2022
Q1 | $4.99M | Buy |
68,872
+754
| +1% | +$51.1K | 0.79% | 27 |
|
|
2021
Q4 | $4.67M | Sell |
68,118
-2,477
| -4% | -$158K | 0.73% | 30 |
|
|
2021
Q3 | $4.38M | Buy |
70,595
+1,378
| +2% | +$88.7K | 0.71% | 32 |
|
|
2021
Q2 | $4.19M | Buy |
69,217
+10,492
| +18% | +$671K | 0.69% | 41 |
|
|
2021
Q1 | $3.65M | Buy |
58,725
+721
| +1% | +$43.2K | 0.71% | 34 |
|
|
2020
Q4 | $3.56M | Sell |
58,004
-5,134
| -8% | -$309K | 0.75% | 30 |
|
|
2020
Q3 | $3.42M | Buy |
63,138
+528
| +0.8% | +$28.2K | 0.8% | 30 |
|
|
2020
Q2 | $3.25M | Sell |
62,610
-4,197
| -6% | -$233K | 0.68% | 54 |
|
|
2020
Q1 | $3.62M | Buy |
66,807
+6,830
| +11% | +$433K | 0.87% | 30 |
|
|
2019
Q4 | $3.82M | Sell |
59,977
-8,727
| -13% | -$541K | 0.81% | 31 |
|
|
2019
Q3 | $4.24M | Sell |
68,704
-3,092
| -4% | -$179K | 0.94% | 21 |
|
|
2019
Q2 | $3.97M | Sell |
71,796
-2,153
| -3% | -$115K | 0.86% | 28 |
|
|
2019
Q1 | $3.82M | Sell |
73,949
-1,562
| -2% | -$76.6K | 0.81% | 33 |
|
|
2018
Q4 | $3.32M | Sell |
75,511
-9,016
| -11% | -$410K | 0.77% | 37 |
|
|
2018
Q3 | $3.69M | Buy |
84,527
+9,501
| +13% | +$438K | 0.73% | 46 |
|
|
2018
Q2 | $3.47M | Sell |
75,026
-3,144
| -4% | -$141K | 0.73% | 42 |
|
|
2018
Q1 | $3.49M | Sell |
78,170
-5,844
| -7% | -$259K | 0.75% | 41 |
|
|
2017
Q4 | $4.04M | Buy |
84,014
+8,102
| +11% | +$413K | 0.78% | 61 |
|
|
2017
Q3 | $3.73M | Sell |
75,912
-1,249
| -2% | -$60.5K | 0.76% | 49 |
|
|
2017
Q2 | $3.69M | Buy |
77,161
+4,017
| +5% | +$201K | 0.9% | 41 |
|
|
2017
Q1 | $3.64M | Buy |
73,144
+3,313
| +5% | +$164K | 1.13% | 41 |
|
|
2016
Q4 | $3.44M | Buy |
69,831
+796
| +1% | +$39.1K | 1.08% | 46 |
|
|
2016
Q3 | $3.54M | Buy |
69,035
+4,955
| +8% | +$261K | 1.18% | 37 |
|
|
2016
Q2 | $3.44M | Buy |
64,080
+5,051
| +9% | +$254K | 1.2% | 24 |
|
|
2016
Q1 | $2.76M | Sell |
59,029
-134
| -0.2% | -$6.53K | 1.03% | 30 |
|
|
2015
Q4 | $2.77M | Buy |
+59,163
| New | +$2.68M | 1.03% | 29 |
|
Other funds holding SO
