Raymond James Financial Services Advisors’s Southern Company SO Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$64.9M	Buy	719,703 +38,915	+6%	+$3.51M	0.09%	227
2024 Q2	$52.8M	Sell	680,788 -8,965	-1%	-$695K	0.08%	248
2024 Q1	$49.5M	Sell	689,753 -3,470	-0.5%	-$249K	0.07%	255
2023 Q4	$48.6M	Buy	693,223 +31,203	+5%	+$2.19M	0.08%	238
2023 Q3	$42.8M	Sell	662,020 -9,023	-1%	-$584K	0.08%	245
2023 Q2	$47.1M	Sell	671,043 -2,362	-0.4%	-$166K	0.08%	232
2023 Q1	$46.9M	Buy	673,405 +32,306	+5%	+$2.25M	0.09%	223
2022 Q4	$45.8M	Buy	641,099 +3,067	+0.5%	+$219K	0.09%	219
2022 Q3	$43.4M	Sell	638,032 -4,080	-0.6%	-$277K	0.1%	209
2022 Q2	$45.8M	Buy	642,112 +28,659	+5%	+$2.04M	0.1%	210
2022 Q1	$44.5M	Sell	613,453 -5,949	-1%	-$431K	0.08%	235
2021 Q4	$42.5M	Sell	619,402 -3,372	-0.5%	-$231K	0.08%	249
2021 Q3	$38.6M	Buy	622,774 +3,294	+0.5%	+$204K	0.08%	256
2021 Q2	$37.5M	Buy	619,480 +499	+0.1%	+$30.2K	0.08%	261
2021 Q1	$38.5M	Buy	618,981 +25,667	+4%	+$1.6M	0.09%	238
2020 Q4	$36.4M	Buy	593,314 +28,387	+5%	+$1.74M	0.09%	226
2020 Q3	$30.6M	Buy	564,927 +8,067	+1%	+$437K	0.09%	231
2020 Q2	$28.9M	Buy	556,860 +57,095	+11%	+$2.96M	0.09%	230
2020 Q1	$27.1M	Buy	499,765 +9,642	+2%	+$522K	0.12%	179
2019 Q4	$31.2M	Buy	490,123 +10,003	+2%	+$637K	0.1%	214
2019 Q3	$29.7M	Buy	480,120 +12,652	+3%	+$782K	0.11%	200
2019 Q2	$25.8M	Buy	467,468 +20,221	+5%	+$1.12M	0.1%	221
2019 Q1	$23.1M	Sell	447,247 -17,711	-4%	-$915K	0.1%	236
2018 Q4	$20.4M	Buy	464,958 +13,750	+3%	+$604K	0.11%	212
2018 Q3	$19.7M	Buy	451,208 +50,364	+13%	+$2.2M	0.09%	256
2018 Q2	$18.6M	Sell	400,844 -24,730	-6%	-$1.15M	0.09%	244
2018 Q1	$19M	Sell	425,574 -10,078	-2%	-$450K	0.11%	205
2017 Q4	$21M	Sell	435,652 -1,517	-0.3%	-$73K	0.13%	174
2017 Q3	$21.5M	Sell	437,169 -5,922	-1%	-$291K	0.14%	166
2017 Q2	$21.2M	Buy	443,091 +47,638	+12%	+$2.28M	0.15%	156
2017 Q1	$19.7M	Sell	395,453 -1,269	-0.3%	-$63.2K	0.15%	156
2016 Q4	$19.5M	Sell	396,722 -1,981	-0.5%	-$97.4K	0.16%	141
2016 Q3	$20.5M	Sell	398,703 -21,912	-5%	-$1.12M	0.18%	134
2016 Q2	$22.6M	Buy	420,615 +18,150	+5%	+$973K	0.22%	112
2016 Q1	$20.8M	Buy	402,465 +17,527	+5%	+$907K	0.24%	96
2015 Q4	$18M	Buy	384,938 +26,633	+7%	+$1.25M	0.21%	116
2015 Q3	$16M	Buy	358,305 +255,382	+248%	+$11.4M	0.27%	89
2015 Q2	$4.31M	Buy	102,923 +18,046	+21%	+$756K	0.31%	80
2015 Q1	$3.76M	Buy	84,877 +1,048	+1%	+$46.4K	0.18%	143
2014 Q4	$4.12M	Buy	83,829 +791	+1%	+$38.8K	0.21%	123
2014 Q3	$3.63M	Buy	83,038 +3,653	+5%	+$159K	0.2%	129
2014 Q2	$3.6M	Buy	79,385 +1,815	+2%	+$82.4K	0.21%	122
2014 Q1	$3.41M	Buy	77,570 +5,221	+7%	+$229K	0.2%	131
2013 Q4	$2.97M	Buy	72,349 +4,944	+7%	+$203K	0.18%	149
2013 Q3	$2.78M	Sell	67,405 -229,339	-77%	-$9.45M	0.18%	151
2013 Q2	$13.1M	Buy	+296,744	New	+$13.1M	0.38%	56