NewEdge Advisors’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 | $19.1M | Sell |
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|
2025
Q1 | $19.4M | Sell |
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|
2024
Q4 | $18.9M | Buy |
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|
2024
Q3 | $19.7M | Buy |
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|
2024
Q2 | $16.6M | Buy |
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|
2024
Q1 | $14.4M | Sell |
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|
2023
Q4 | $35.4M | Buy |
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|
2023
Q3 | $7.14M | Buy |
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|
2023
Q2 | $5.69M | Buy |
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|
2023
Q1 | $5.11M | Sell |
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|
2022
Q4 | $2.41M | Buy |
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|
2022
Q3 | $3.95M | Sell |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | $3.41M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.86M | Sell |
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|
2020
Q4 | $2.1M | Buy |
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|
2020
Q3 | $1.82M | Sell |
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|
2020
Q2 | $3.44M | Sell |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $4.66M | Buy |
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|
2019
Q3 | $3.34M | Buy |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $971 | Buy |
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|
2018
Q3 | $848K | Buy |
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|
2018
Q2 | $594 | Buy |
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|
2018
Q1 | $420K | Sell |
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|
2017
Q4 | $1.32M | Sell |
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|
2017
Q3 | $1.41M | Sell |
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|
2017
Q2 | $1.51M | Buy |
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|
2017
Q1 | $1.58M | Buy |
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|
2016
Q4 | $1.29M | Buy |
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|
2016
Q3 | $1.22M | Buy |
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|
2016
Q2 | $947K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $876K | Buy |
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