Oakworth Capital’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
Q3 | $4.68M | Buy |
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|
2025
Q2 | $3.06M | Sell |
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|
2025
Q1 | $3.2M | Buy |
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|
2024
Q4 | $2.6M | Sell |
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|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $4M | Buy |
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|
2024
Q1 | $3.62M | Buy |
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|
2023
Q4 | $3.49M | Sell |
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|
2023
Q3 | $3.45M | Sell |
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|
2023
Q2 | $3.93M | Buy |
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|
2023
Q1 | $3.74M | Buy |
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|
2022
Q4 | $3.65M | Buy |
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|
2022
Q3 | $3.04M | Buy |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.91M | Sell |
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|
2020
Q3 | $1.71M | Hold |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $1.55M | Sell |
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|
2019
Q2 | $1.6M | Sell |
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|
2019
Q1 | $1.62M | Sell |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $1.5M | Sell |
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|
2018
Q2 | $1.67M | Buy |
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|
2018
Q1 | $1.57M | Sell |
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|
2017
Q4 | $2.12M | Sell |
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|
2017
Q3 | $2M | Buy |
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|
2017
Q2 | $1.75M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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|
2016
Q4 | $1.53M | Buy |
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|
2016
Q3 | $1.26M | Sell |
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|
2016
Q2 | $1.28M | Sell |
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|
2016
Q1 | $1.41M | Buy |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $611K | Hold |
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|
2015
Q2 | $611K | Hold |
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|
2015
Q1 | $605K | Buy |
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|
2014
Q4 | $661K | Sell |
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|
2014
Q3 | $631K | Buy |
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|
2014
Q2 | $630K | Buy |
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|
2014
Q1 | $554K | Buy |
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|
2013
Q4 | $324K | Buy |
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