Principal Financial Group’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 | $134M | Sell |
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|
2025
Q2 | $131M | Buy |
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|
2025
Q1 | $123M | Sell |
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|
2024
Q4 | $111M | Sell |
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|
2024
Q3 | $122M | Buy |
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|
2024
Q2 | $101M | Sell |
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|
2024
Q1 | $93.4M | Buy |
|
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|
2023
Q4 | $90.8M | Sell |
|
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|
2023
Q3 | $84.1M | Sell |
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|
2023
Q2 | $91.6M | Sell |
|
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|
2023
Q1 | $93.4M | Buy |
|
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|
2022
Q4 | $94.4M | Sell |
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|
2022
Q3 | $90M | Buy |
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|
2022
Q2 | $89.5M | Buy |
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|
2022
Q1 | $89.5M | Sell |
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|
2021
Q4 | $85.7M | Sell |
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|
2021
Q3 | $79.1M | Buy |
|
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|
2021
Q2 | $76.5M | Buy |
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|
2021
Q1 | $77M | Sell |
|
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|
2020
Q4 | $82.5M | Sell |
|
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|
2020
Q3 | $77.7M | Sell |
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|
2020
Q2 | $79.1M | Buy |
|
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|
2020
Q1 | $79.4M | Sell |
|
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|
2019
Q4 | $96M | Sell |
|
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|
2019
Q3 | $95.4M | Buy |
|
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|
2019
Q2 | $84.3M | Buy |
|
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|
2019
Q1 | $76.6M | Buy |
|
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|
2018
Q4 | $64.9M | Buy |
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|
2018
Q3 | $64.1M | Buy |
|
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|
2018
Q2 | $66.4M | Buy |
|
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|
2018
Q1 | $63.9M | Sell |
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|
2017
Q4 | $69.2M | Buy |
|
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|
2017
Q3 | $68.9M | Sell |
|
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|
2017
Q2 | $68.5M | Buy |
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|
2017
Q1 | $69.6M | Buy |
|
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|
2016
Q4 | $67.3M | Sell |
|
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|
2016
Q3 | $70.3M | Buy |
|
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|
2016
Q2 | $69.2M | Buy |
|
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|
2016
Q1 | $63.7M | Buy |
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|
2015
Q4 | $56.2M | Buy |
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|
2015
Q3 | $52M | Buy |
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|
2015
Q2 | $48.5M | Buy |
|
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|
2015
Q1 | $51.1M | Buy |
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|
2014
Q4 | $54M | Buy |
|
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|
2014
Q3 | $45.6M | Buy |
|
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|
2014
Q2 | $45.9M | Buy |
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|
2014
Q1 | $43.8M | Buy |
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|
2013
Q4 | $40M | Buy |
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|
2013
Q3 | $39.8M | Sell |
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|
2013
Q2 | $43.8M | Buy |
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