Morgan Stanley’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18B | Buy |
12,861,163
+655,173
| +5% | +$60.2M | 0.08% | 229 |
|
|
2025
Q1 | $1.12B | Buy |
12,205,990
+714,163
| +6% | +$65.7M | 0.08% | 228 |
|
|
2024
Q4 | $946M | Buy |
11,491,827
+225,601
| +2% | +$18.6M | 0.07% | 267 |
|
|
2024
Q3 | $1.02B | Buy |
11,266,226
+118,592
| +1% | +$10.7M | 0.07% | 248 |
|
|
2024
Q2 | $865M | Buy |
11,147,634
+43,316
| +0.4% | +$3.36M | 0.07% | 260 |
|
|
2024
Q1 | $797M | Sell |
11,104,318
-10,052,722
| -48% | -$721M | 0.06% | 274 |
|
|
2023
Q4 | $1.48B | Buy |
21,157,040
+11,345,733
| +116% | +$796M | 0.07% | 276 |
|
|
2023
Q3 | $635M | Buy |
9,811,307
+349,122
| +4% | +$22.6M | 0.06% | 281 |
|
|
2023
Q2 | $665M | Buy |
9,462,185
+65,838
| +0.7% | +$4.63M | 0.07% | 281 |
|
|
2023
Q1 | $654M | Buy |
9,396,347
+205,821
| +2% | +$14.3M | 0.07% | 272 |
|
|
2022
Q4 | $656M | Buy |
9,190,526
+255,838
| +3% | +$18.3M | 0.07% | 270 |
|
|
2022
Q3 | $608M | Buy |
8,934,688
+255,208
| +3% | +$17.4M | 0.08% | 235 |
|
|
2022
Q2 | $619M | Buy |
8,679,480
+3,656,161
| +73% | +$261M | 0.08% | 234 |
|
|
2022
Q1 | $364M | Sell |
5,023,319
-1,206,429
| -19% | -$87.5M | 0.05% | 349 |
|
|
2021
Q4 | $427M | Buy |
6,229,748
+1,233,436
| +25% | +$84.6M | 0.05% | 328 |
|
|
2021
Q3 | $310M | Sell |
4,996,312
-437,658
| -8% | -$27.1M | 0.04% | 389 |
|
|
2021
Q2 | $329M | Buy |
5,433,970
+1,064,450
| +24% | +$64.4M | 0.04% | 379 |
|
|
2021
Q1 | $272M | Sell |
4,369,520
-206,186
| -5% | -$12.8M | 0.04% | 394 |
|
|
2020
Q4 | $281M | Buy |
4,575,706
+1,202,647
| +36% | +$73.9M | 0.04% | 372 |
|
|
2020
Q3 | $183M | Buy |
3,373,059
+148,470
| +5% | +$8.05M | 0.04% | 411 |
|
|
2020
Q2 | $167M | Buy |
3,224,589
+334,235
| +12% | +$17.3M | 0.04% | 406 |
|
|
2020
Q1 | $156M | Sell |
2,890,354
-233,947
| -7% | -$12.7M | 0.04% | 374 |
|
|
2019
Q4 | $199M | Buy |
3,124,301
+115,530
| +4% | +$7.36M | 0.05% | 377 |
|
|
2019
Q3 | $186M | Buy |
3,008,771
+116,086
| +4% | +$7.17M | 0.05% | 362 |
|
|
2019
Q2 | $160M | Sell |
2,892,685
-266,702
| -8% | -$14.7M | 0.04% | 404 |
|
|
2019
Q1 | $163M | Sell |
3,159,387
-2,532,324
| -44% | -$131M | 0.05% | 388 |
|
|
2018
Q4 | $250M | Sell |
5,691,711
-89,988
| -2% | -$3.95M | 0.07% | 271 |
|
|
2018
Q3 | $252M | Buy |
5,781,699
+852,234
| +17% | +$37.2M | 0.06% | 304 |
|
|
2018
Q2 | $228M | Buy |
4,929,465
+1,278,656
| +35% | +$59.2M | 0.06% | 307 |
|
|
2018
Q1 | $163M | Sell |
3,650,809
-1,862,948
| -34% | -$83.2M | 0.05% | 383 |
|
|
2017
Q4 | $265M | Buy |
5,513,757
+1,188,085
| +27% | +$57.1M | 0.07% | 281 |
|
|
2017
Q3 | $213M | Sell |
4,325,672
-451,284
| -9% | -$22.2M | 0.06% | 297 |
|
|
2017
Q2 | $229M | Sell |
4,776,956
-737,006
| -13% | -$35.3M | 0.07% | 296 |
|
|
2017
Q1 | $274M | Buy |
5,513,962
+173,507
| +3% | +$8.64M | 0.08% | 250 |
|
|
2016
Q4 | $263M | Buy |
5,340,455
+151,969
| +3% | +$7.48M | 0.09% | 258 |
|
|
2016
Q3 | $266M | Sell |
5,188,486
-885,377
| -15% | -$45.4M | 0.09% | 253 |
|
|
2016
Q2 | $326M | Buy |
6,073,863
+2,774,419
| +84% | +$149M | 0.12% | 190 |
|
|
2016
Q1 | $171M | Sell |
3,299,444
-153,265
| -4% | -$7.93M | 0.07% | 323 |
|
|
2015
Q4 | $162M | Buy |
3,452,709
+259,589
| +8% | +$12.1M | 0.06% | 337 |
|
|
2015
Q3 | $143M | Buy |
3,193,120
+299,707
| +10% | +$13.4M | 0.05% | 363 |
|
|
2015
Q2 | $121M | Sell |
2,893,413
-920,660
| -24% | -$38.6M | 0.04% | 442 |
|
|
2015
Q1 | $169M | Buy |
3,814,073
+239,455
| +7% | +$10.6M | 0.06% | 339 |
|
|
2014
Q4 | $176M | Buy |
3,574,618
+201,878
| +6% | +$9.91M | 0.06% | 328 |
|
|
2014
Q3 | $147M | Sell |
3,372,740
-52,719
| -2% | -$2.3M | 0.06% | 371 |
|
|
2014
Q2 | $155M | Buy |
3,425,459
+50,316
| +1% | +$2.28M | 0.06% | 356 |
|
|
2014
Q1 | $148M | Buy |
3,375,143
+254,776
| +8% | +$11.2M | 0.06% | 343 |
|
|
2013
Q4 | $128M | Sell |
3,120,367
-720,500
| -19% | -$29.6M | 0.05% | 373 |
|
|
2013
Q3 | $158M | Buy |
3,840,867
+505,008
| +15% | +$20.8M | 0.07% | 305 |
|
|
2013
Q2 | $147M | Buy |
+3,335,859
| New | +$147M | 0.07% | 306 |
|