Raymond James Financial Services Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $64.9M | Buy |
719,703
+38,915
| +6% | +$3.32M | 0.09% | 227 |
|
|
2024
Q2 | $52.8M | Sell |
680,788
-8,965
| -1% | -$679K | 0.08% | 248 |
|
|
2024
Q1 | $49.5M | Sell |
689,753
-3,470
| -0.5% | -$240K | 0.07% | 255 |
|
|
2023
Q4 | $48.6M | Buy |
693,223
+31,203
| +5% | +$2.14M | 0.08% | 238 |
|
|
2023
Q3 | $42.8M | Sell |
662,020
-9,023
| -1% | -$626K | 0.08% | 245 |
|
|
2023
Q2 | $47.1M | Sell |
671,043
-2,362
| -0.4% | -$169K | 0.08% | 232 |
|
|
2023
Q1 | $46.9M | Buy |
673,405
+32,306
| +5% | +$2.18M | 0.09% | 224 |
|
|
2022
Q4 | $45.8M | Buy |
641,099
+3,067
| +0.5% | +$205K | 0.09% | 219 |
|
|
2022
Q3 | $43.4M | Sell |
638,032
-4,080
| -0.6% | -$309K | 0.1% | 209 |
|
|
2022
Q2 | $45.8M | Buy |
642,112
+28,659
| +5% | +$2.1M | 0.1% | 210 |
|
|
2022
Q1 | $44.5M | Sell |
613,453
-5,949
| -1% | -$403K | 0.08% | 235 |
|
|
2021
Q4 | $42.5M | Sell |
619,402
-3,372
| -0.5% | -$215K | 0.08% | 249 |
|
|
2021
Q3 | $38.6M | Buy |
622,774
+3,294
| +0.5% | +$212K | 0.08% | 256 |
|
|
2021
Q2 | $37.5M | Buy |
619,480
+499
| +0.1% | +$31.9K | 0.08% | 261 |
|
|
2021
Q1 | $38.5M | Buy |
618,981
+25,667
| +4% | +$1.54M | 0.09% | 238 |
|
|
2020
Q4 | $36.4M | Buy |
593,314
+28,387
| +5% | +$1.71M | 0.09% | 226 |
|
|
2020
Q3 | $30.6M | Buy |
564,927
+8,067
| +1% | +$431K | 0.09% | 231 |
|
|
2020
Q2 | $28.9M | Buy |
556,860
+57,095
| +11% | +$3.17M | 0.09% | 230 |
|
|
2020
Q1 | $27.1M | Buy |
499,765
+9,642
| +2% | +$611K | 0.12% | 179 |
|
|
2019
Q4 | $31.2M | Buy |
490,123
+10,003
| +2% | +$620K | 0.1% | 214 |
|
|
2019
Q3 | $29.7M | Buy |
480,120
+12,652
| +3% | +$733K | 0.11% | 200 |
|
|
2019
Q2 | $25.8M | Buy |
467,468
+20,221
| +5% | +$1.08M | 0.1% | 221 |
|
|
2019
Q1 | $23.1M | Sell |
447,247
-17,711
| -4% | -$868K | 0.1% | 236 |
|
|
2018
Q4 | $20.4M | Buy |
464,958
+13,750
| +3% | +$625K | 0.11% | 212 |
|
|
2018
Q3 | $19.7M | Buy |
451,208
+50,364
| +13% | +$2.32M | 0.09% | 256 |
|
|
2018
Q2 | $18.6M | Sell |
400,844
-24,730
| -6% | -$1.11M | 0.09% | 244 |
|
|
2018
Q1 | $19M | Sell |
425,574
-10,078
| -2% | -$447K | 0.11% | 205 |
|
|
2017
Q4 | $21M | Sell |
435,652
-1,517
| -0.3% | -$77.3K | 0.13% | 174 |
|
|
2017
Q3 | $21.5M | Sell |
437,169
-5,922
| -1% | -$287K | 0.14% | 166 |
|
|
2017
Q2 | $21.2M | Buy |
443,091
+47,638
| +12% | +$2.39M | 0.15% | 156 |
|
|
2017
Q1 | $19.7M | Sell |
395,453
-1,269
| -0.3% | -$62.7K | 0.15% | 156 |
|
|
2016
Q4 | $19.5M | Sell |
396,722
-1,981
| -0.5% | -$97.3K | 0.16% | 141 |
|
|
2016
Q3 | $20.5M | Sell |
398,703
-21,912
| -5% | -$1.15M | 0.18% | 134 |
|
|
2016
Q2 | $22.6M | Buy |
420,615
+18,150
| +5% | +$913K | 0.22% | 112 |
|
|
2016
Q1 | $20.8M | Buy |
402,465
+17,527
| +5% | +$854K | 0.24% | 96 |
|
|
2015
Q4 | $18M | Buy |
384,938
+26,633
| +7% | +$1.21M | 0.21% | 116 |
|
|
2015
Q3 | $16M | Buy |
358,305
+255,382
| +248% | +$11.2M | 0.27% | 89 |
|
|
2015
Q2 | $4.31M | Buy |
102,923
+18,046
| +21% | +$786K | 0.31% | 80 |
|
|
2015
Q1 | $3.76M | Buy |
84,877
+1,048
| +1% | +$49.8K | 0.18% | 143 |
|
|
2014
Q4 | $4.12M | Buy |
83,829
+791
| +1% | +$37.4K | 0.21% | 123 |
|
|
2014
Q3 | $3.63M | Buy |
83,038
+3,653
| +5% | +$160K | 0.2% | 129 |
|
|
2014
Q2 | $3.6M | Buy |
79,385
+1,815
| +2% | +$80.3K | 0.21% | 122 |
|
|
2014
Q1 | $3.41M | Buy |
77,570
+5,221
| +7% | +$219K | 0.2% | 131 |
|
|
2013
Q4 | $2.97M | Buy |
72,349
+4,944
| +7% | +$204K | 0.18% | 149 |
|
|
2013
Q3 | $2.78M | Sell |
67,405
-229,339
| -77% | -$9.88M | 0.18% | 151 |
|
|
2013
Q2 | $13.1M | Buy |
+296,744
| New | +$13.6M | 0.38% | 56 |
|
Other funds holding SO
Raymond James Financial Services Advisors's SO Position: Q3 2024 in Review
Raymond James Financial Services Advisors increased its Southern Company (SO) stake by 5.7% in Q3 2024, buying an estimated $3.32M and bringing the position to 719,703 shares worth $64.9M. The position accounts for 0.09% of the portfolio, ranked #227.
Raymond James Financial Services Advisors first reported a position in SO in Q2 2013 and has held it in 46 quarters since. 2,003 funds tracked by Wall St. Rank hold SO as of Q3 2024.
- Raymond James Financial Services Advisors held 719,703 shares of Southern Company worth $64.9M as of Q3 2024.
- Raymond James Financial Services Advisors bought 38,915 Southern Company shares in Q3 2024, an estimated $3.32M.
- Southern Company made up 0.09% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #227 holding.
- Raymond James Financial Services Advisors first reported a position in Southern Company in Q2 2013 and has held it in 46 quarters since.
- 2,003 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.