Jones Financial Companies’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 | $12.9M | Buy |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $7.59M | Buy |
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|
2024
Q3 | $5.14M | Buy |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $500K | Sell |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $628K | Buy |
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|
2020
Q3 | $461K | Sell |
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|
2020
Q2 | $620K | Buy |
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|
2020
Q1 | $420K | Sell |
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|
2019
Q4 | $715K | Buy |
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|
2019
Q3 | $646K | Buy |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $217K | Buy |
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|
2018
Q2 | $213K | Sell |
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|
2018
Q1 | $236K | Buy |
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|
2017
Q4 | $243K | Sell |
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|
2017
Q3 | $247K | Buy |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $309K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $309K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $32K | Buy |
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|
2013
Q2 | $32K | Buy |
|