O'Shaughnessy 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 | $22M | Sell |
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|
2025
Q2 | $22.5M | Buy |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $8.52M | Buy |
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|
2023
Q4 | $7.19M | Buy |
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|
2023
Q3 | $6.24M | Buy |
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|
2023
Q2 | $6.18M | Buy |
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|
2023
Q1 | $4.26M | Buy |
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|
2022
Q4 | $3.85M | Sell |
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|
2022
Q3 | $4.52M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $862K | Buy |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $679K | Buy |
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|
2021
Q1 | $617K | Buy |
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|
2020
Q4 | $591K | Buy |
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|
2020
Q3 | $389K | Buy |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | $31K | Sell |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q3 | $0 | Buy |
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|
2019
Q2 | $0 | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5K | Buy |
|