Janney Montgomery Scott’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Sell |
359,551
-28,256
| -7% | -$2.59M | 0.09% | 229 |
|
|
2025
Q1 | $35.7M | Buy |
387,807
+6,460
| +2% | +$594K | 0.1% | 198 |
|
|
2024
Q4 | $31.4M | Buy |
381,347
+2,287
| +0.6% | +$188K | 0.09% | 221 |
|
|
2024
Q3 | $34.2M | Sell |
379,060
-16,211
| -4% | -$1.46M | 0.1% | 214 |
|
|
2024
Q2 | $30.7M | Buy |
395,271
+10,140
| +3% | +$787K | 0.09% | 213 |
|
|
2024
Q1 | $27.6M | Sell |
385,131
-10,657
| -3% | -$765K | 0.08% | 246 |
|
|
2023
Q4 | $27.8M | Sell |
395,788
-18,628
| -4% | -$1.31M | 0.09% | 223 |
|
|
2023
Q3 | $26.8M | Buy |
414,416
+23,435
| +6% | +$1.52M | 0.1% | 196 |
|
|
2023
Q2 | $27.5M | Sell |
390,981
-3,186
| -0.8% | -$224K | 0.1% | 204 |
|
|
2023
Q1 | $27.4M | Buy |
394,167
+7,062
| +2% | +$491K | 0.11% | 180 |
|
|
2022
Q4 | $27.6M | Buy |
387,105
+10,495
| +3% | +$749K | 0.11% | 185 |
|
|
2022
Q3 | $25.6M | Sell |
376,610
-1,166
| -0.3% | -$79.3K | 0.11% | 181 |
|
|
2022
Q2 | $26.7M | Buy |
377,776
+19,238
| +5% | +$1.36M | 0.12% | 171 |
|
|
2022
Q1 | $26M | Buy |
358,538
+10,380
| +3% | +$753K | 0.11% | 189 |
|
|
2021
Q4 | $23.9M | Buy |
348,158
+3,451
| +1% | +$237K | 0.09% | 204 |
|
|
2021
Q3 | $21.4M | Buy |
344,707
+6,103
| +2% | +$378K | 0.09% | 207 |
|
|
2021
Q2 | $20.5M | Buy |
338,604
+12,408
| +4% | +$751K | 0.09% | 207 |
|
|
2021
Q1 | $20.3M | Buy |
326,196
+7,986
| +3% | +$496K | 0.1% | 197 |
|
|
2020
Q4 | $19.5M | Sell |
318,210
-12,155
| -4% | -$747K | 0.09% | 206 |
|
|
2020
Q3 | $17.9M | Buy |
330,365
+18,600
| +6% | +$1.01M | 0.1% | 195 |
|
|
2020
Q2 | $16.2M | Buy |
311,765
+81,689
| +36% | +$4.24M | 0.1% | 206 |
|
|
2020
Q1 | $12.5M | Sell |
230,076
-25,874
| -10% | -$1.4M | 0.1% | 220 |
|
|
2019
Q4 | $16.3M | Sell |
255,950
-4,397
| -2% | -$280K | 0.11% | 207 |
|
|
2019
Q3 | $16.1M | Buy |
260,347
+6,638
| +3% | +$410K | 0.12% | 190 |
|
|
2019
Q2 | $14M | Buy |
253,709
+2,817
| +1% | +$156K | 0.11% | 210 |
|
|
2019
Q1 | $13M | Buy |
250,892
+34,851
| +16% | +$1.8M | 0.11% | 218 |
|
|
2018
Q4 | $9.49M | Sell |
216,041
-26,007
| -11% | -$1.14M | 0.09% | 239 |
|
|
2018
Q3 | $10.6M | Sell |
242,048
-21,351
| -8% | -$931K | 0.09% | 247 |
|
|
2018
Q2 | $12.2M | Buy |
263,399
+23,288
| +10% | +$1.08M | 0.12% | 200 |
|
|
2018
Q1 | $10.7M | Buy |
240,111
+18,629
| +8% | +$832K | 0.11% | 216 |
|
|
2017
Q4 | $10.7M | Buy |
221,482
+3,625
| +2% | +$174K | 0.11% | 213 |
|
|
2017
Q3 | $10.7M | Buy |
217,857
+20,096
| +10% | +$988K | 0.12% | 197 |
|
|
2017
Q2 | $9.47M | Sell |
197,761
-11,785
| -6% | -$564K | 0.12% | 205 |
|
|
2017
Q1 | $10.4M | Sell |
209,546
-2,645
| -1% | -$132K | 0.14% | 175 |
|
|
2016
Q4 | $10.4M | Buy |
212,191
+15,568
| +8% | +$766K | 0.16% | 154 |
|
|
2016
Q3 | $10.1M | Sell |
196,623
-260,323
| -57% | -$13.4M | 0.18% | 131 |
|
|
2016
Q2 | $24.5M | Buy |
+456,946
| New | +$24.5M | 0.5% | 49 |
|
|
2016
Q1 | – | Sell |
-185,742
| Closed | -$8.69M | – | 1401 |
|
|
2015
Q4 | $8.69M | Buy |
185,742
+14,559
| +9% | +$681K | 0.22% | 107 |
|
|
2015
Q3 | $7.65M | Buy |
171,183
+24,459
| +17% | +$1.09M | 0.22% | 113 |
|
|
2015
Q2 | $6.15M | Buy |
146,724
+1,856
| +1% | +$77.8K | 0.13% | 196 |
|
|
2015
Q1 | $6.42M | Buy |
144,868
+5,273
| +4% | +$233K | 0.12% | 211 |
|
|
2014
Q4 | $6.86M | Buy |
139,595
+4,077
| +3% | +$200K | 0.14% | 179 |
|
|
2014
Q3 | $5.92M | Buy |
135,518
+4,852
| +4% | +$212K | 0.12% | 202 |
|
|
2014
Q2 | $5.93M | Buy |
130,666
+5,022
| +4% | +$228K | 0.13% | 185 |
|
|
2014
Q1 | $5.52M | Buy |
125,644
+4,728
| +4% | +$208K | 0.13% | 183 |
|
|
2013
Q4 | $4.97M | Buy |
120,916
+10,674
| +10% | +$439K | 0.13% | 184 |
|
|
2013
Q3 | $4.54M | Buy |
110,242
+72,503
| +192% | +$2.99M | 0.14% | 179 |
|
|
2013
Q2 | $1.67M | Buy |
+37,739
| New | +$1.67M | 0.17% | 146 |
|