KeyBank National Association’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 | $11.7M | Sell |
127,022
-584
| -0.5% | -$53.6K | 0.04% | 225 |
|
|
2025
Q1 | $11.7M | Buy |
127,606
+1,610
| +1% | +$148K | 0.05% | 216 |
|
|
2024
Q4 | $10.4M | Sell |
125,996
-217
| -0.2% | -$17.9K | 0.04% | 225 |
|
|
2024
Q3 | $11.4M | Sell |
126,213
-2,129
| -2% | -$192K | 0.04% | 218 |
|
|
2024
Q2 | $9.96M | Sell |
128,342
-1,609
| -1% | -$125K | 0.04% | 218 |
|
|
2024
Q1 | $9.32M | Sell |
129,951
-559
| -0.4% | -$40.1K | 0.04% | 228 |
|
|
2023
Q4 | $9.15M | Sell |
130,510
-3,054
| -2% | -$214K | 0.04% | 227 |
|
|
2023
Q3 | $8.64M | Sell |
133,564
-507
| -0.4% | -$32.8K | 0.04% | 222 |
|
|
2023
Q2 | $9.42M | Buy |
134,071
+8,326
| +7% | +$585K | 0.04% | 217 |
|
|
2023
Q1 | $8.75M | Sell |
125,745
-1,374
| -1% | -$95.6K | 0.04% | 216 |
|
|
2022
Q4 | $9.08M | Sell |
127,119
-598
| -0.5% | -$42.7K | 0.04% | 207 |
|
|
2022
Q3 | $8.69M | Sell |
127,717
-2,536
| -2% | -$172K | 0.05% | 213 |
|
|
2022
Q2 | $9.29M | Sell |
130,253
-3,047
| -2% | -$217K | 0.05% | 212 |
|
|
2022
Q1 | $9.67M | Sell |
133,300
-1,894
| -1% | -$137K | 0.04% | 212 |
|
|
2021
Q4 | $9.27M | Buy |
135,194
+786
| +0.6% | +$53.9K | 0.04% | 223 |
|
|
2021
Q3 | $8.33M | Sell |
134,408
-1,168
| -0.9% | -$72.4K | 0.04% | 224 |
|
|
2021
Q2 | $8.2M | Sell |
135,576
-1,723
| -1% | -$104K | 0.04% | 224 |
|
|
2021
Q1 | $8.54M | Sell |
137,299
-5,123
| -4% | -$318K | 0.04% | 226 |
|
|
2020
Q4 | $8.75M | Sell |
142,422
-2,139
| -1% | -$131K | 0.04% | 211 |
|
|
2020
Q3 | $7.84M | Sell |
144,561
-5,773
| -4% | -$313K | 0.04% | 209 |
|
|
2020
Q2 | $7.8M | Sell |
150,334
-2,119
| -1% | -$110K | 0.04% | 204 |
|
|
2020
Q1 | $8.25M | Sell |
152,453
-6,562
| -4% | -$355K | 0.06% | 188 |
|
|
2019
Q4 | $10.1M | Sell |
159,015
-7,493
| -5% | -$477K | 0.05% | 199 |
|
|
2019
Q3 | $10.3M | Sell |
166,508
-1,696
| -1% | -$105K | 0.06% | 193 |
|
|
2019
Q2 | $9.3M | Sell |
168,204
-3,445
| -2% | -$190K | 0.05% | 205 |
|
|
2019
Q1 | $8.87M | Buy |
171,649
+498
| +0.3% | +$25.7K | 0.05% | 204 |
|
|
2018
Q4 | $7.52M | Sell |
171,151
-1,394
| -0.8% | -$61.2K | 0.05% | 206 |
|
|
2018
Q3 | $7.52M | Sell |
172,545
-6,836
| -4% | -$298K | 0.04% | 226 |
|
|
2018
Q2 | $8.31M | Sell |
179,381
-3,412
| -2% | -$158K | 0.05% | 216 |
|
|
2018
Q1 | $8.16M | Sell |
182,793
-12,311
| -6% | -$550K | 0.05% | 215 |
|
|
2017
Q4 | $9.38M | Sell |
195,104
-12,154
| -6% | -$585K | 0.05% | 207 |
|
|
2017
Q3 | $10.2M | Sell |
207,258
-8,614
| -4% | -$423K | 0.06% | 199 |
|
|
2017
Q2 | $10.3M | Sell |
215,872
-8,389
| -4% | -$402K | 0.06% | 196 |
|
|
2017
Q1 | $11.2M | Sell |
224,261
-472
| -0.2% | -$23.5K | 0.07% | 192 |
|
|
2016
Q4 | $11.1M | Sell |
224,733
-8,765
| -4% | -$431K | 0.07% | 190 |
|
|
2016
Q3 | $12M | Buy |
233,498
+18,664
| +9% | +$957K | 0.08% | 176 |
|
|
2016
Q2 | $11.5M | Sell |
214,834
-4,558
| -2% | -$244K | 0.08% | 175 |
|
|
2016
Q1 | $11.3M | Sell |
219,392
-4,046
| -2% | -$209K | 0.08% | 169 |
|
|
2015
Q4 | $10.5M | Sell |
223,438
-3,069
| -1% | -$144K | 0.07% | 179 |
|
|
2015
Q3 | $10.1M | Sell |
226,507
-3,190
| -1% | -$143K | 0.07% | 179 |
|
|
2015
Q2 | $9.62M | Sell |
229,697
-3,865
| -2% | -$162K | 0.06% | 201 |
|
|
2015
Q1 | $10.3M | Sell |
233,562
-7,036
| -3% | -$312K | 0.07% | 194 |
|
|
2014
Q4 | $11.8M | Sell |
240,598
-6,893
| -3% | -$339K | 0.08% | 179 |
|
|
2014
Q3 | $10.8M | Sell |
247,491
-2,359
| -0.9% | -$103K | 0.07% | 182 |
|
|
2014
Q2 | $11.3M | Sell |
249,850
-15,273
| -6% | -$693K | 0.08% | 179 |
|
|
2014
Q1 | $11.7M | Sell |
265,123
-17,702
| -6% | -$778K | 0.09% | 177 |
|
|
2013
Q4 | $11.6M | Sell |
282,825
-5,839
| -2% | -$240K | 0.08% | 177 |
|
|
2013
Q3 | $11.9M | Sell |
288,664
-23,720
| -8% | -$977K | 0.08% | 179 |
|
|
2013
Q2 | $13.8M | Buy |
+312,384
| New | +$13.8M | 0.05% | 384 |
|