Private Advisor Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
115,534
+4,765
| +4% | +$438K | 0.06% | 343 |
|
|
2025
Q1 | $10.2M | Sell |
110,769
-118
| -0.1% | -$10.9K | 0.06% | 329 |
|
|
2024
Q4 | $9.13M | Buy |
110,887
+351
| +0.3% | +$28.9K | 0.05% | 347 |
|
|
2024
Q3 | $9.97M | Buy |
110,536
+1,484
| +1% | +$134K | 0.06% | 315 |
|
|
2024
Q2 | $8.46M | Buy |
109,052
+2,294
| +2% | +$178K | 0.06% | 319 |
|
|
2024
Q1 | $7.66M | Buy |
106,758
+4,940
| +5% | +$354K | 0.06% | 330 |
|
|
2023
Q4 | $7.14M | Buy |
101,818
+14,405
| +16% | +$1.01M | 0.06% | 330 |
|
|
2023
Q3 | $5.66M | Sell |
87,413
-1,893
| -2% | -$123K | 0.05% | 356 |
|
|
2023
Q2 | $6.31M | Sell |
89,306
-46
| -0.1% | -$3.25K | 0.05% | 333 |
|
|
2023
Q1 | $6.22M | Sell |
89,352
-3,416
| -4% | -$238K | 0.06% | 323 |
|
|
2022
Q4 | $1.06M | Buy |
92,768
+2,325
| +3% | +$26.5K | 0.05% | 347 |
|
|
2022
Q3 | $6.15M | Sell |
90,443
-12,277
| -12% | -$835K | 0.07% | 278 |
|
|
2022
Q2 | $7.33M | Sell |
102,720
-441
| -0.4% | -$31.4K | 0.07% | 291 |
|
|
2022
Q1 | $7.48M | Buy |
103,161
+1,746
| +2% | +$127K | 0.06% | 313 |
|
|
2021
Q4 | $6.96M | Sell |
101,415
-25,314
| -20% | -$1.74M | 0.05% | 349 |
|
|
2021
Q3 | $7.85M | Buy |
126,729
+27,629
| +28% | +$1.71M | 0.05% | 371 |
|
|
2021
Q2 | $6M | Buy |
99,100
+2,187
| +2% | +$132K | 0.05% | 352 |
|
|
2021
Q1 | $6.03M | Buy |
96,913
+9,060
| +10% | +$563K | 0.06% | 326 |
|
|
2020
Q4 | $5.4M | Buy |
87,853
+5,221
| +6% | +$321K | 0.06% | 315 |
|
|
2020
Q3 | $4.46M | Sell |
82,632
-424
| -0.5% | -$22.9K | 0.06% | 303 |
|
|
2020
Q2 | $4.31M | Buy |
83,056
+5,746
| +7% | +$298K | 0.06% | 305 |
|
|
2020
Q1 | $4.19M | Sell |
77,310
-6,935
| -8% | -$375K | 0.08% | 257 |
|
|
2019
Q4 | $5.37M | Sell |
84,245
-2,534
| -3% | -$161K | 0.08% | 254 |
|
|
2019
Q3 | $5.36M | Buy |
86,779
+15,634
| +22% | +$966K | 0.08% | 248 |
|
|
2019
Q2 | $3.93M | Sell |
71,145
-9,263
| -12% | -$512K | 0.07% | 290 |
|
|
2019
Q1 | $4.15M | Buy |
80,408
+19,956
| +33% | +$1.03M | 0.08% | 258 |
|
|
2018
Q4 | $2.66M | Sell |
60,452
-17,455
| -22% | -$767K | 0.06% | 300 |
|
|
2018
Q3 | $3.4M | Buy |
77,907
+28,939
| +59% | +$1.26M | 0.07% | 277 |
|
|
2018
Q2 | $2.3M | Buy |
48,968
+1,671
| +4% | +$78.3K | 0.04% | 250 |
|
|
2018
Q1 | $2.11M | Sell |
47,297
-4,751
| -9% | -$212K | 0.08% | 239 |
|
|
2017
Q4 | $2.46M | Sell |
52,048
-37,996
| -42% | -$1.79M | 0.1% | 198 |
|
|
2017
Q3 | $4.47M | Buy |
90,044
+127
| +0.1% | +$6.31K | 0.11% | 188 |
|
|
2017
Q2 | $4.25M | Sell |
89,917
-3,002
| -3% | -$142K | 0.12% | 185 |
|
|
2017
Q1 | $4.68M | Buy |
92,919
+8,243
| +10% | +$416K | 0.13% | 172 |
|
|
2016
Q4 | $4.13M | Buy |
84,676
+10,493
| +14% | +$511K | 0.14% | 156 |
|
|
2016
Q3 | $3.7M | Sell |
74,183
-10,780
| -13% | -$538K | 0.15% | 146 |
|
|
2016
Q2 | $4.63M | Buy |
84,963
+23,355
| +38% | +$1.27M | 0.19% | 126 |
|
|
2016
Q1 | $3.2M | Sell |
61,608
-8,698
| -12% | -$451K | 0.15% | 148 |
|
|
2015
Q4 | $3.29M | Sell |
70,306
-8,315
| -11% | -$389K | 0.16% | 142 |
|
|
2015
Q3 | $3.52M | Sell |
78,621
-23,862
| -23% | -$1.07M | 0.19% | 117 |
|
|
2015
Q2 | $4.29M | Buy |
102,483
+4,722
| +5% | +$198K | 0.2% | 97 |
|
|
2015
Q1 | $4.33M | Buy |
97,761
+26,643
| +37% | +$1.18M | 0.25% | 87 |
|
|
2014
Q4 | $3.49M | Sell |
71,118
-5,191
| -7% | -$255K | 0.22% | 106 |
|
|
2014
Q3 | $3.33M | Buy |
76,309
+18,906
| +33% | +$825K | 0.23% | 99 |
|
|
2014
Q2 | $2.61M | Buy |
57,403
+8,412
| +17% | +$382K | 0.22% | 97 |
|
|
2014
Q1 | $2.15M | Buy |
48,991
+1,458
| +3% | +$64.1K | 0.23% | 101 |
|
|
2013
Q4 | $1.95M | Buy |
+47,533
| New | +$1.95M | 0.22% | 100 |
|