Pinnacle Financial Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.4M | Sell |
125,491
-4,046
| -3% | -$369K | 0.23% | 111 |
|
|
2024
Q4 | $10.8M | Sell |
129,537
-26,328
| -17% | -$2.18M | 0.22% | 114 |
|
|
2024
Q3 | $14.1M | Buy |
155,865
+2,867
| +2% | +$259K | 0.28% | 95 |
|
|
2024
Q2 | $11.8M | Buy |
152,998
+4,314
| +3% | +$333K | 0.25% | 97 |
|
|
2024
Q1 | $10.7M | Buy |
148,684
+7,943
| +6% | +$570K | 0.23% | 108 |
|
|
2023
Q4 | $9.87M | Sell |
140,741
-4,774
| -3% | -$335K | 0.23% | 110 |
|
|
2023
Q3 | $9.42M | Buy |
145,515
+2,200
| +2% | +$142K | 0.24% | 102 |
|
|
2023
Q2 | $10.1M | Buy |
143,315
+5,362
| +4% | +$377K | 0.25% | 103 |
|
|
2023
Q1 | $9.6M | Buy |
137,953
+10,443
| +8% | +$727K | 0.26% | 102 |
|
|
2022
Q4 | $9.11M | Buy |
127,510
+10,776
| +9% | +$770K | 0.26% | 98 |
|
|
2022
Q3 | $7.94M | Buy |
116,734
+8,196
| +8% | +$557K | 0.29% | 97 |
|
|
2022
Q2 | $7.74M | Buy |
108,538
+4,457
| +4% | +$318K | 0.28% | 111 |
|
|
2022
Q1 | $7.55M | Buy |
104,081
+4,710
| +5% | +$342K | 0.24% | 116 |
|
|
2021
Q4 | $6.82M | Buy |
99,371
+3,111
| +3% | +$213K | 0.21% | 124 |
|
|
2021
Q3 | $5.97M | Buy |
96,260
+3,139
| +3% | +$195K | 0.21% | 125 |
|
|
2021
Q2 | $5.64M | Buy |
93,121
+1,124
| +1% | +$68K | 0.23% | 112 |
|
|
2021
Q1 | $5.72M | Sell |
91,997
-796
| -0.9% | -$49.5K | 0.26% | 108 |
|
|
2020
Q4 | $5.68M | Buy |
92,793
+4,784
| +5% | +$293K | 0.28% | 102 |
|
|
2020
Q3 | $4.77M | Buy |
88,009
+3,596
| +4% | +$195K | 0.26% | 106 |
|
|
2020
Q2 | $4.38M | Sell |
84,413
-482
| -0.6% | -$25K | 0.25% | 103 |
|
|
2020
Q1 | $4.6M | Buy |
84,895
+1,369
| +2% | +$74.1K | 0.32% | 92 |
|
|
2019
Q4 | $5.32M | Buy |
83,526
+2,267
| +3% | +$144K | 0.33% | 89 |
|
|
2019
Q3 | $5.02M | Buy |
81,259
+4,343
| +6% | +$268K | 0.36% | 85 |
|
|
2019
Q2 | $4.25M | Buy |
76,916
+3,117
| +4% | +$172K | 0.32% | 96 |
|
|
2019
Q1 | $3.82M | Buy |
73,799
+4,519
| +7% | +$234K | 0.31% | 97 |
|
|
2018
Q4 | $3.04M | Sell |
69,280
-7,334
| -10% | -$322K | 0.29% | 103 |
|
|
2018
Q3 | $3.34M | Buy |
76,614
+637
| +0.8% | +$27.8K | 0.28% | 104 |
|
|
2018
Q2 | $3.52M | Sell |
75,977
-4,361
| -5% | -$202K | 0.33% | 93 |
|
|
2018
Q1 | $3.59M | Buy |
80,338
+1,679
| +2% | +$75K | 0.36% | 84 |
|
|
2017
Q4 | $3.78M | Buy |
78,659
+10,927
| +16% | +$525K | 0.4% | 73 |
|
|
2017
Q3 | $3.33M | Buy |
67,732
+802
| +1% | +$39.4K | 0.43% | 71 |
|
|
2017
Q2 | $3.2M | Buy |
66,930
+7,829
| +13% | +$375K | 0.45% | 68 |
|
|
2017
Q1 | $2.94M | Buy |
59,101
+25,196
| +74% | +$1.25M | 0.58% | 56 |
|
|
2016
Q4 | $1.67M | Sell |
33,905
-19,130
| -36% | -$941K | 0.36% | 89 |
|
|
2016
Q3 | $2.84M | Sell |
53,035
-1,641
| -3% | -$87.9K | 0.64% | 47 |
|
|
2016
Q2 | $2.93M | Sell |
54,676
-3,183
| -6% | -$171K | 0.67% | 47 |
|
|
2016
Q1 | $2.99M | Buy |
57,859
+2,486
| +4% | +$129K | 0.77% | 41 |
|
|
2015
Q4 | $2.59M | Buy |
55,373
+10,400
| +23% | +$487K | 0.81% | 35 |
|
|
2015
Q3 | $2.01M | Buy |
44,973
+1,447
| +3% | +$64.7K | 0.63% | 50 |
|
|
2015
Q2 | $1.82M | Buy |
43,526
+1,868
| +4% | +$78.3K | 0.58% | 56 |
|
|
2015
Q1 | $1.85M | Buy |
41,658
+8,016
| +24% | +$355K | 0.62% | 57 |
|
|
2014
Q4 | $1.65M | Buy |
33,642
+257
| +0.8% | +$12.6K | 0.58% | 60 |
|
|
2014
Q3 | $1.46M | Buy |
33,385
+6,130
| +22% | +$268K | 0.56% | 62 |
|
|
2014
Q2 | $1.24M | Buy |
27,255
+1,327
| +5% | +$60.2K | 0.49% | 68 |
|
|
2014
Q1 | $1.14M | Buy |
25,928
+672
| +3% | +$29.5K | 0.51% | 64 |
|
|
2013
Q4 | $1.04M | Buy |
25,256
+2,852
| +13% | +$117K | 0.47% | 69 |
|
|
2013
Q3 | $922K | Sell |
22,404
-1,882
| -8% | -$77.5K | 0.46% | 68 |
|
|
2013
Q2 | $1.07M | Buy |
+24,286
| New | +$1.07M | 0.56% | 64 |
|