JPMorgan Chase & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33B | Buy |
68,964,026
+5,379,090
| +8% | +$494M | 0.41% | 39 |
|
|
2025
Q1 | $5.85B | Buy |
63,584,936
+7,777,361
| +14% | +$715M | 0.43% | 40 |
|
|
2024
Q4 | $4.59B | Buy |
55,807,575
+1,082,850
| +2% | +$89.1M | 0.34% | 53 |
|
|
2024
Q3 | $4.94B | Buy |
54,724,725
+14,805,400
| +37% | +$1.34B | 0.38% | 44 |
|
|
2024
Q2 | $3.1B | Buy |
39,919,325
+9,752,174
| +32% | +$756M | 0.25% | 81 |
|
|
2024
Q1 | $2.16B | Buy |
30,167,151
+10,648,772
| +55% | +$764M | 0.18% | 112 |
|
|
2023
Q4 | $1.37B | Buy |
19,518,379
+12,024,245
| +160% | +$843M | 0.13% | 148 |
|
|
2023
Q3 | $485M | Buy |
7,494,134
+2,859,801
| +62% | +$185M | 0.05% | 301 |
|
|
2023
Q2 | $326M | Buy |
4,634,333
+437,004
| +10% | +$30.7M | 0.04% | 396 |
|
|
2023
Q1 | $292M | Buy |
4,197,329
+756,390
| +22% | +$52.6M | 0.04% | 398 |
|
|
2022
Q4 | $246M | Buy |
3,440,939
+307,219
| +10% | +$21.9M | 0.03% | 422 |
|
|
2022
Q3 | $213M | Sell |
3,133,720
-682,262
| -18% | -$46.4M | 0.03% | 442 |
|
|
2022
Q2 | $272M | Buy |
3,815,982
+171,201
| +5% | +$12.2M | 0.04% | 393 |
|
|
2022
Q1 | $264M | Buy |
3,644,781
+1,607,524
| +79% | +$117M | 0.03% | 446 |
|
|
2021
Q4 | $140M | Buy |
2,037,257
+148,545
| +8% | +$10.2M | 0.02% | 668 |
|
|
2021
Q3 | $117M | Sell |
1,888,712
-33,243
| -2% | -$2.06M | 0.01% | 745 |
|
|
2021
Q2 | $116M | Sell |
1,921,955
-834,000
| -30% | -$50.5M | 0.01% | 774 |
|
|
2021
Q1 | $171M | Buy |
2,755,955
+1,030,205
| +60% | +$64M | 0.02% | 584 |
|
|
2020
Q4 | $106M | Sell |
1,725,750
-322,605
| -16% | -$19.8M | 0.02% | 699 |
|
|
2020
Q3 | $110M | Sell |
2,048,355
-197,596
| -9% | -$10.6M | 0.02% | 615 |
|
|
2020
Q2 | $116M | Sell |
2,245,951
-64,573
| -3% | -$3.35M | 0.02% | 578 |
|
|
2020
Q1 | $125M | Sell |
2,310,524
-1,363,165
| -37% | -$73.8M | 0.03% | 474 |
|
|
2019
Q4 | $234M | Buy |
3,673,689
+2,130,896
| +138% | +$136M | 0.04% | 359 |
|
|
2019
Q3 | $95.3M | Buy |
1,542,793
+444,229
| +40% | +$27.4M | 0.02% | 632 |
|
|
2019
Q2 | $60.5M | Buy |
1,098,564
+3,248
| +0.3% | +$179K | 0.01% | 800 |
|
|
2019
Q1 | $56.6M | Buy |
1,095,316
+130,640
| +14% | +$6.75M | 0.01% | 807 |
|
|
2018
Q4 | $42.4M | Sell |
964,676
-671,192
| -41% | -$29.5M | 0.01% | 868 |
|
|
2018
Q3 | $71.3M | Buy |
1,635,868
+612,867
| +60% | +$26.7M | 0.01% | 780 |
|
|
2018
Q2 | $47.4M | Buy |
1,023,001
+81,561
| +9% | +$3.78M | 0.01% | 906 |
|
|
2018
Q1 | $42M | Sell |
941,440
-469,481
| -33% | -$21M | 0.01% | 949 |
|
|
2017
Q4 | $67.9M | Buy |
1,410,921
+887,425
| +170% | +$42.7M | 0.01% | 750 |
|
|
2017
Q3 | $25.6M | Buy |
523,496
+77,422
| +17% | +$3.79M | 0.01% | 1195 |
|
|
2017
Q2 | $21.4M | Sell |
446,074
-1,630,389
| -79% | -$78.1M | ﹤0.01% | 1260 |
|
|
2017
Q1 | $103M | Buy |
2,076,463
+1,375,311
| +196% | +$68.5M | 0.02% | 564 |
|
|
2016
Q4 | $34.5M | Sell |
701,152
-288,587
| -29% | -$14.2M | 0.01% | 1002 |
|
|
2016
Q3 | $50.8M | Buy |
989,739
+188,280
| +23% | +$9.66M | 0.01% | 756 |
|
|
2016
Q2 | $43M | Buy |
801,459
+6,887
| +0.9% | +$369K | 0.01% | 824 |
|
|
2016
Q1 | $41.1M | Sell |
794,572
-115,669
| -13% | -$5.98M | 0.01% | 834 |
|
|
2015
Q4 | $42.6M | Sell |
910,241
-207,700
| -19% | -$9.72M | 0.01% | 803 |
|
|
2015
Q3 | $50M | Sell |
1,117,941
-637,702
| -36% | -$28.5M | 0.01% | 726 |
|
|
2015
Q2 | $73.6M | Sell |
1,755,643
-467,389
| -21% | -$19.6M | 0.02% | 675 |
|
|
2015
Q1 | $98.4M | Buy |
2,223,032
+165,824
| +8% | +$7.34M | 0.02% | 603 |
|
|
2014
Q4 | $101M | Buy |
2,057,208
+149,573
| +8% | +$7.35M | 0.02% | 600 |
|
|
2014
Q3 | $83.3M | Buy |
1,907,635
+446,339
| +31% | +$19.5M | 0.02% | 655 |
|
|
2014
Q2 | $66.3M | Sell |
1,461,296
-660,795
| -31% | -$30M | 0.02% | 707 |
|
|
2014
Q1 | $93.2M | Buy |
2,122,091
+753,320
| +55% | +$33.1M | 0.03% | 560 |
|
|
2013
Q4 | $56.3M | Sell |
1,368,771
-2,322,069
| -63% | -$95.5M | 0.02% | 711 |
|
|
2013
Q3 | $152M | Sell |
3,690,840
-243,768
| -6% | -$10M | 0.05% | 398 |
|
|
2013
Q2 | $174M | Buy |
+3,934,608
| New | +$174M | 0.06% | 331 |
|