Massachusetts Financial Services’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
Q2 | $1.87B | Sell |
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|
2025
Q1 | $1.95B | Sell |
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|
2024
Q4 | $1.8B | Sell |
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|
2024
Q3 | $2.27B | Sell |
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|
2024
Q2 | $2.01B | Sell |
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|
2024
Q1 | $1.89B | Buy |
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|
2023
Q4 | $1.78B | Sell |
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|
2023
Q3 | $1.69B | Sell |
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|
2023
Q2 | $1.9B | Sell |
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|
2023
Q1 | $1.9B | Buy |
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|
2022
Q4 | $1.9B | Sell |
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|
2022
Q3 | $1.88B | Sell |
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|
2022
Q2 | $2.02B | Sell |
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|
2022
Q1 | $2.12B | Sell |
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|
2021
Q4 | $2.1B | Sell |
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|
2021
Q3 | $1.91B | Sell |
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|
2021
Q2 | $1.89B | Sell |
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|
2021
Q1 | $1.99B | Sell |
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|
2020
Q4 | $1.97B | Buy |
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|
2020
Q3 | $1.56B | Buy |
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|
2020
Q2 | $1.45B | Buy |
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|
2020
Q1 | $1.46B | Buy |
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|
2019
Q4 | $1.66B | Buy |
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|
2019
Q3 | $1.55B | Buy |
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|
2019
Q2 | $1.37B | Buy |
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|
2019
Q1 | $1.14B | Buy |
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|
2018
Q4 | $802M | Buy |
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|
2018
Q3 | $795M | Buy |
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|
2018
Q2 | $803M | Buy |
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|
2018
Q1 | $661M | Buy |
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|
2017
Q4 | $458M | Buy |
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|
2017
Q3 | $108M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $308K | Sell |
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|
2016
Q3 | $54.8M | Buy |
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|
2016
Q2 | $347K | Buy |
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|
2016
Q1 | $257K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $9.96M | Sell |
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|
2013
Q2 | $12.6M | Buy |
|