Laird Norton Wetherby Wealth Management’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
Q3 | $1.45M | Buy |
15,281
+186
| +1% | +$17.4K | 0.06% | 293 |
|
|
2025
Q2 | $1.39M | Buy |
+15,095
| New | +$1.36M | 0.06% | 287 |
|
|
2024
Q4 | $1.3M | Sell |
15,741
-2,715
| -15% | -$238K | 0.06% | 280 |
|
|
2024
Q3 | $1.66M | Sell |
18,456
-840
| -4% | -$71.8K | 0.08% | 253 |
|
|
2024
Q2 | $1.5M | Sell |
19,296
-225
| -1% | -$17.1K | 0.07% | 263 |
|
|
2024
Q1 | $1.4M | Buy |
19,521
+722
| +4% | +$49.8K | 0.07% | 285 |
|
|
2023
Q4 | $1.32M | Sell |
18,799
-1,184
| -6% | -$81.3K | 0.07% | 285 |
|
|
2023
Q3 | $1.29M | Sell |
19,983
-1,414
| -7% | -$98.1K | 0.07% | 280 |
|
|
2023
Q2 | $1.5M | Buy |
21,397
+563
| +3% | +$40.4K | 0.08% | 254 |
|
|
2023
Q1 | $1.45M | Buy |
20,834
+469
| +2% | +$31.6K | 0.08% | 252 |
|
|
2022
Q4 | $1.45M | Sell |
20,365
-1,338
| -6% | -$89.5K | 0.09% | 239 |
|
|
2022
Q3 | $1.48M | Buy |
21,703
+2,758
| +15% | +$209K | 0.1% | 205 |
|
|
2022
Q2 | $1.35M | Buy |
18,945
+1,182
| +7% | +$86.8K | 0.09% | 225 |
|
|
2022
Q1 | $1.29M | Buy |
17,763
+679
| +4% | +$46K | 0.07% | 258 |
|
|
2021
Q4 | $1.17M | Buy |
17,084
+55
| +0.3% | +$3.51K | 0.07% | 276 |
|
|
2021
Q3 | $1.05M | Sell |
17,029
-406
| -2% | -$26.1K | 0.07% | 288 |
|
|
2021
Q2 | $1.05M | Buy |
17,435
+125
| +0.7% | +$7.99K | 0.06% | 283 |
|
|
2021
Q1 | $1.08M | Sell |
17,310
-837
| -5% | -$50.1K | 0.08% | 238 |
|
|
2020
Q4 | $1.11M | Buy |
18,147
+846
| +5% | +$50.9K | 0.08% | 246 |
|
|
2020
Q3 | $938K | Sell |
17,301
-397
| -2% | -$21.2K | 0.08% | 233 |
|
|
2020
Q2 | $917K | Sell |
17,698
-275
| -2% | -$15.3K | 0.09% | 228 |
|
|
2020
Q1 | $973K | Buy |
17,973
+1,263
| +8% | +$80K | 0.11% | 194 |
|
|
2019
Q4 | $1.06M | Sell |
16,710
-129
| -0.8% | -$7.99K | 0.1% | 207 |
|
|
2019
Q3 | $1.04M | Buy |
16,839
+522
| +3% | +$30.3K | 0.11% | 207 |
|
|
2019
Q2 | $902K | Buy |
16,317
+348
| +2% | +$18.6K | 0.1% | 223 |
|
|
2019
Q1 | $825K | Buy |
15,969
+1,144
| +8% | +$56.1K | 0.1% | 224 |
|
|
2018
Q4 | $651K | Buy |
14,825
+238
| +2% | +$10.8K | 0.09% | 256 |
|
|
2018
Q3 | $636K | Sell |
14,587
-260
| -2% | -$12K | 0.08% | 293 |
|
|
2018
Q2 | $688K | Buy |
14,847
+792
| +6% | +$35.4K | 0.09% | 257 |
|
|
2018
Q1 | $628K | Buy |
14,055
+966
| +7% | +$42.9K | 0.09% | 278 |
|
|
2017
Q4 | $629K | Buy |
13,089
+543
| +4% | +$27.7K | 0.09% | 280 |
|
|
2017
Q3 | $617K | Sell |
12,546
-1,120
| -8% | -$54.3K | 0.09% | 275 |
|
|
2017
Q2 | $654K | Buy |
13,666
+857
| +7% | +$43K | 0.11% | 235 |
|
|
2017
Q1 | $638K | Buy |
12,809
+582
| +5% | +$28.8K | 0.11% | 229 |
|
|
2016
Q4 | $601K | Sell |
12,227
-157
| -1% | -$7.71K | 0.12% | 227 |
|
|
2016
Q3 | $635K | Buy |
12,384
+1,869
| +18% | +$98.4K | 0.13% | 195 |
|
|
2016
Q2 | $564K | Buy |
10,515
+176
| +2% | +$8.85K | 0.13% | 198 |
|
|
2016
Q1 | $535K | Buy |
10,339
+746
| +8% | +$36.3K | 0.13% | 199 |
|
|
2015
Q4 | $449K | Buy |
9,593
+214
| +2% | +$9.7K | 0.11% | 224 |
|
|
2015
Q3 | $419K | Sell |
9,379
-708
| -7% | -$31.1K | 0.11% | 230 |
|
|
2015
Q2 | $423K | Sell |
10,087
-708
| -7% | -$30.8K | 0.1% | 245 |
|
|
2015
Q1 | $478K | Sell |
10,795
-264
| -2% | -$12.5K | 0.12% | 211 |
|
|
2014
Q4 | $543K | Buy |
11,059
+604
| +6% | +$28.5K | 0.14% | 172 |
|
|
2014
Q3 | $456K | Sell |
10,455
-82
| -0.8% | -$3.6K | 0.13% | 194 |
|
|
2014
Q2 | $478K | Buy |
10,537
+730
| +7% | +$32.3K | 0.13% | 189 |
|
|
2014
Q1 | $431K | Sell |
9,807
-2,491
| -20% | -$104K | 0.12% | 209 |
|
|
2013
Q4 | $506K | Buy |
12,298
+1,769
| +17% | +$73K | 0.14% | 174 |
|
|
2013
Q3 | $434K | Buy |
10,529
+867
| +9% | +$37.3K | 0.14% | 184 |
|
|
2013
Q2 | $427K | Buy |
+9,662
| New | +$444K | 0.15% | 161 |
|
Other funds holding SO
