Lazard Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
9,050
+67
| +0.7% | +$6.15K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $825K | Sell |
8,983
-1,817
| -17% | -$167K | ﹤0.01% | 1278 |
|
|
2024
Q4 | $888K | Hold |
10,800
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q3 | $973K | Hold |
10,800
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q2 | $837K | Sell |
10,800
-556
| -5% | -$43.1K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $814K | Sell |
11,356
-1,928
| -15% | -$138K | ﹤0.01% | 962 |
|
|
2023
Q4 | $931K | Sell |
13,284
-315
| -2% | -$22.1K | ﹤0.01% | 970 |
|
|
2023
Q3 | $880K | Hold |
13,599
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q2 | $955K | Sell |
13,599
-76
| -0.6% | -$5.34K | ﹤0.01% | 997 |
|
|
2023
Q1 | $950K | Sell |
13,675
-474
| -3% | -$32.9K | ﹤0.01% | 1022 |
|
|
2022
Q4 | $1.01M | Buy |
14,149
+602
| +4% | +$43K | ﹤0.01% | 999 |
|
|
2022
Q3 | $920K | Buy |
13,547
+337
| +3% | +$22.9K | ﹤0.01% | 999 |
|
|
2022
Q2 | $941K | Sell |
13,210
-4,266
| -24% | -$304K | ﹤0.01% | 1009 |
|
|
2022
Q1 | $1.27M | Sell |
17,476
-18,003
| -51% | -$1.31M | ﹤0.01% | 964 |
|
|
2021
Q4 | $2.43M | Buy |
35,479
+20,218
| +132% | +$1.39M | ﹤0.01% | 901 |
|
|
2021
Q3 | $945K | Sell |
15,261
-478
| -3% | -$29.6K | ﹤0.01% | 1073 |
|
|
2021
Q2 | $951K | Sell |
15,739
-747
| -5% | -$45.1K | ﹤0.01% | 954 |
|
|
2021
Q1 | $1.02M | Buy |
16,486
+780
| +5% | +$48.4K | ﹤0.01% | 894 |
|
|
2020
Q4 | $964K | Hold |
15,706
| – | – | ﹤0.01% | 895 |
|
|
2020
Q3 | $850K | Buy |
15,706
+25
| +0.2% | +$1.35K | ﹤0.01% | 817 |
|
|
2020
Q2 | $812K | Sell |
15,681
-4,981
| -24% | -$258K | ﹤0.01% | 778 |
|
|
2020
Q1 | $1.12M | Hold |
20,662
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $1.32M | Hold |
20,662
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $1.28M | Buy |
20,662
+8,606
| +71% | +$531K | ﹤0.01% | 720 |
|
|
2019
Q2 | $665K | Buy |
12,056
+3,664
| +44% | +$202K | ﹤0.01% | 905 |
|
|
2019
Q1 | $433K | Sell |
8,392
-199,089
| -96% | -$10.3M | ﹤0.01% | 937 |
|
|
2018
Q4 | $9.11M | Sell |
207,481
-32,497
| -14% | -$1.43M | 0.02% | 425 |
|
|
2018
Q3 | $10.5M | Buy |
239,978
+231,678
| +2,791% | +$10.1M | 0.02% | 438 |
|
|
2018
Q2 | $384K | Hold |
8,300
| – | – | ﹤0.01% | 800 |
|
|
2018
Q1 | $370K | Hold |
8,300
| – | – | ﹤0.01% | 796 |
|
|
2017
Q4 | $399K | Hold |
8,300
| – | – | ﹤0.01% | 797 |
|
|
2017
Q3 | $407K | Hold |
8,300
| – | – | ﹤0.01% | 730 |
|
|
2017
Q2 | $397K | Hold |
8,300
| – | – | ﹤0.01% | 727 |
|
|
2017
Q1 | $413K | Sell |
8,300
-569,061
| -99% | -$28.3M | ﹤0.01% | 761 |
|
|
2016
Q4 | $28.4M | Sell |
577,361
-68,424
| -11% | -$3.37M | 0.06% | 231 |
|
|
2016
Q3 | $33.1M | Buy |
645,785
+102,948
| +19% | +$5.28M | 0.07% | 185 |
|
|
2016
Q2 | $29.1M | Buy |
542,837
+99,569
| +22% | +$5.34M | 0.06% | 193 |
|
|
2016
Q1 | $22.9M | Buy |
443,268
+15,280
| +4% | +$790K | 0.05% | 228 |
|
|
2015
Q4 | $20M | Buy |
427,988
+176,227
| +70% | +$8.25M | 0.05% | 252 |
|
|
2015
Q3 | $11.3M | Buy |
251,761
+1,360
| +0.5% | +$60.8K | 0.03% | 346 |
|
|
2015
Q2 | $10.5M | Buy |
250,401
+26,417
| +12% | +$1.11M | 0.02% | 377 |
|
|
2015
Q1 | $9.92M | Sell |
223,984
-46,903
| -17% | -$2.08M | 0.02% | 388 |
|
|
2014
Q4 | $13.3M | Sell |
270,887
-3,971
| -1% | -$195K | 0.03% | 338 |
|
|
2014
Q3 | $12M | Buy |
274,858
+207,359
| +307% | +$9.05M | 0.03% | 342 |
|
|
2014
Q2 | $3.06M | Buy |
67,499
+41,809
| +163% | +$1.9M | 0.01% | 588 |
|
|
2014
Q1 | $1.13M | Hold |
25,690
| – | – | ﹤0.01% | 667 |
|
|
2013
Q4 | $1.06M | Sell |
25,690
-163,295
| -86% | -$6.71M | ﹤0.01% | 702 |
|
|
2013
Q3 | $7.78M | Buy |
188,985
+67,069
| +55% | +$2.76M | 0.02% | 409 |
|
|
2013
Q2 | $5.38M | Buy |
+121,916
| New | +$5.38M | 0.01% | 485 |
|