Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $356K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $39.6M | Buy |
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|
2019
Q3 | $38.2M | Sell |
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|
2019
Q2 | $34.8M | Sell |
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|
2019
Q1 | $32.6M | Sell |
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|
2018
Q4 | $28.6M | Sell |
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|
2018
Q3 | $30M | Sell |
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|
2018
Q2 | $34.5M | Sell |
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|
2018
Q1 | $38.9M | Sell |
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|
2017
Q4 | $49.7M | Sell |
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|
2017
Q3 | $54.6M | Sell |
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|
2017
Q2 | $55.2M | Buy |
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|
2017
Q1 | $55.9M | Buy |
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|
2016
Q4 | $54.7M | Buy |
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|
2016
Q3 | $53.3M | Buy |
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|
2016
Q2 | $48.6M | Buy |
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|
2016
Q1 | $40M | Buy |
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|
2015
Q4 | $32.4M | Buy |
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|
2015
Q3 | $28.8M | Buy |
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|
2015
Q2 | $26.5M | Buy |
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|
2015
Q1 | $25.7M | Buy |
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|
2014
Q4 | $22.3M | Buy |
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|
2014
Q3 | $19.4M | Buy |
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|
2014
Q2 | $16.8M | Buy |
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|
2014
Q1 | $9.66M | Buy |
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|
2013
Q4 | $8.23M | Buy |
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|
2013
Q3 | $6.83M | Buy |
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|
2013
Q2 | $6.35M | Buy |
|