Rehmann Capital Advisory 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
Q2 | $964K | Buy |
|
|||||
|
2025
Q1 | $908K | Buy |
|
|||||
|
2024
Q4 | $750K | Buy |
|
|||||
|
2024
Q3 | $815K | Buy |
|
|||||
|
2024
Q2 | $687K | Buy |
|
|||||
|
2024
Q1 | $634K | Buy |
|
|||||
|
2023
Q4 | $570K | Buy |
|
|||||
|
2023
Q3 | $433K | Buy |
|
|||||
|
2023
Q2 | $434K | Buy |
|
|||||
|
2023
Q1 | $304K | Buy |
|
|||||
|
2022
Q4 | $305K | Sell |
|
|||||
|
2022
Q3 | $539K | Buy |
|
|||||
|
2022
Q2 | $296K | Sell |
|
|||||
|
2022
Q1 | $325K | Buy |
|
|||||
|
2021
Q4 | $305K | Sell |
|
|||||
|
2021
Q3 | $286K | Sell |
|
|||||
|
2021
Q2 | $280K | Sell |
|
|||||
|
2021
Q1 | $295K | Sell |
|
|||||
|
2020
Q4 | $333K | Sell |
|
|||||
|
2020
Q3 | $360K | Sell |
|
|||||
|
2020
Q2 | $346K | Sell |
|
|||||
|
2020
Q1 | $518K | Buy |
|
|||||
|
2019
Q3 | $647K | Sell |
|
|||||
|
2019
Q2 | $711K | Sell |
|
|||||
|
2019
Q1 | $702K | Sell |
|
|||||
|
2018
Q4 | $1.14M | Sell |
|
|||||
|
2018
Q3 | $1.17M | Buy |
|
|||||
|
2018
Q2 | $1.17M | Buy |
|
|||||
|
2018
Q1 | $1.02M | Buy |
|
|||||
|
2017
Q4 | $999K | Buy |
|
|||||
|
2017
Q3 | $915K | Buy |
|
|||||
|
2017
Q2 | $866K | Sell |
|
|||||
|
2017
Q1 | $1.12M | Buy |
|
|||||
|
2016
Q4 | $691K | Sell |
|
|||||
|
2016
Q3 | $941K | Sell |
|
|||||
|
2016
Q2 | $1M | Buy |
|
|||||
|
2016
Q1 | $658K | Sell |
|
|||||
|
2015
Q4 | $598K | Sell |
|
|||||
|
2015
Q3 | $597K | Sell |
|
|||||
|
2015
Q2 | $589K | Buy |
|
|||||
|
2015
Q1 | $568K | Buy |
|
|||||
|
2014
Q4 | $611K | Buy |
|
|||||
|
2014
Q3 | $531K | Buy |
|
|||||
|
2014
Q2 | $540K | Sell |
|
|||||
|
2014
Q1 | $538K | Sell |
|
|||||
|
2013
Q4 | $503K | Sell |
|
|||||
|
2013
Q3 | $517K | Buy |
|
|||||
|
2013
Q2 | $486K | Buy |
|