Oppenheimer Asset Management’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 | $329K | Sell |
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|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $113K | Buy |
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|
2019
Q4 | $129K | Sell |
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|
2019
Q3 | $174K | Sell |
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|
2019
Q2 | $169K | Sell |
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|
2019
Q1 | $189K | Sell |
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|
2018
Q4 | $199K | Sell |
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|
2018
Q3 | $209K | Sell |
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|
2018
Q2 | $231K | Sell |
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|
2018
Q1 | $288K | Sell |
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|
2017
Q4 | $511K | Hold |
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|
2017
Q3 | $511K | Buy |
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|
2017
Q2 | $465K | Sell |
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|
2017
Q1 | $862K | Buy |
|