Kayne Anderson Rudnick Investment Management’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 | $16.6M | Buy |
180,809
+4,977
| +3% | +$457K | 0.04% | 207 |
|
|
2025
Q1 | $16.2M | Sell |
175,832
-5,989
| -3% | -$551K | 0.04% | 213 |
|
|
2024
Q4 | $15M | Sell |
181,821
-685
| -0.4% | -$56.4K | 0.03% | 221 |
|
|
2024
Q3 | $16.5M | Sell |
182,506
-8,641
| -5% | -$779K | 0.04% | 213 |
|
|
2024
Q2 | $14.8M | Sell |
191,147
-3,907
| -2% | -$303K | 0.04% | 222 |
|
|
2024
Q1 | $14M | Sell |
195,054
-6,150
| -3% | -$441K | 0.03% | 230 |
|
|
2023
Q4 | $14.1M | Sell |
201,204
-17,773
| -8% | -$1.25M | 0.04% | 225 |
|
|
2023
Q3 | $14.2M | Sell |
218,977
-9,973
| -4% | -$645K | 0.04% | 217 |
|
|
2023
Q2 | $16.1M | Sell |
228,950
-2,630
| -1% | -$185K | 0.05% | 217 |
|
|
2023
Q1 | $16.1M | Buy |
231,580
+624
| +0.3% | +$43.4K | 0.05% | 212 |
|
|
2022
Q4 | $16.5M | Buy |
230,956
+2,814
| +1% | +$201K | 0.05% | 212 |
|
|
2022
Q3 | $15.5M | Buy |
228,142
+6,393
| +3% | +$435K | 0.05% | 207 |
|
|
2022
Q2 | $15.8M | Buy |
221,749
+841
| +0.4% | +$60K | 0.05% | 202 |
|
|
2022
Q1 | $16M | Buy |
220,908
+1,988
| +0.9% | +$144K | 0.04% | 208 |
|
|
2021
Q4 | $15M | Sell |
218,920
-18
| -0% | -$1.23K | 0.03% | 225 |
|
|
2021
Q3 | $13.6M | Sell |
218,938
-961
| -0.4% | -$59.6K | 0.03% | 221 |
|
|
2021
Q2 | $13.3M | Sell |
219,899
-6,517
| -3% | -$394K | 0.03% | 226 |
|
|
2021
Q1 | $14.1M | Buy |
226,416
+313
| +0.1% | +$19.5K | 0.04% | 209 |
|
|
2020
Q4 | $13.9M | Sell |
226,103
-9,857
| -4% | -$605K | 0.04% | 209 |
|
|
2020
Q3 | $12.8M | Buy |
235,960
+118,844
| +101% | +$6.44M | 0.05% | 199 |
|
|
2020
Q2 | $6.07M | Buy |
117,116
+1,096
| +0.9% | +$56.8K | 0.03% | 213 |
|
|
2020
Q1 | $6.28M | Buy |
116,020
+71,320
| +160% | +$3.86M | 0.04% | 202 |
|
|
2019
Q4 | $2.85M | Buy |
+44,700
| New | +$2.85M | 0.01% | 246 |
|
|
2015
Q1 | – | Sell |
-30,195
| Closed | -$1.48M | – | 304 |
|
|
2014
Q4 | $1.48M | Buy |
30,195
+5,892
| +24% | +$289K | 0.02% | 230 |
|
|
2014
Q3 | $1.06M | Buy |
24,303
+8,220
| +51% | +$359K | 0.02% | 243 |
|
|
2014
Q2 | $730K | Buy |
16,083
+4,876
| +44% | +$221K | 0.01% | 260 |
|
|
2014
Q1 | $492K | Buy |
11,207
+4,018
| +56% | +$176K | 0.01% | 268 |
|
|
2013
Q4 | $296K | Buy |
+7,189
| New | +$296K | 0.01% | 275 |
|