Rehmann Capital Advisory 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 | $964K | Buy |
10,495
+621
| +6% | +$57K | 0.06% | 215 |
|
|
2025
Q1 | $908K | Buy |
9,874
+759
| +8% | +$69.8K | 0.06% | 237 |
|
|
2024
Q4 | $750K | Buy |
9,115
+80
| +0.9% | +$6.59K | 0.05% | 262 |
|
|
2024
Q3 | $815K | Buy |
9,035
+185
| +2% | +$16.7K | 0.05% | 245 |
|
|
2024
Q2 | $687K | Buy |
8,850
+7
| +0.1% | +$543 | 0.05% | 263 |
|
|
2024
Q1 | $634K | Buy |
8,843
+720
| +9% | +$51.7K | 0.05% | 275 |
|
|
2023
Q4 | $570K | Buy |
8,123
+1,432
| +21% | +$100K | 0.05% | 282 |
|
|
2023
Q3 | $433K | Buy |
6,691
+513
| +8% | +$33.2K | 0.04% | 319 |
|
|
2023
Q2 | $434K | Buy |
6,178
+1,814
| +42% | +$127K | 0.04% | 331 |
|
|
2023
Q1 | $304K | Buy |
4,364
+91
| +2% | +$6.33K | 0.03% | 417 |
|
|
2022
Q4 | $305K | Sell |
4,273
-3,649
| -46% | -$261K | 0.03% | 410 |
|
|
2022
Q3 | $539K | Buy |
7,922
+3,772
| +91% | +$257K | 0.06% | 276 |
|
|
2022
Q2 | $296K | Sell |
4,150
-328
| -7% | -$23.4K | 0.03% | 379 |
|
|
2022
Q1 | $325K | Buy |
4,478
+37
| +0.8% | +$2.68K | 0.03% | 389 |
|
|
2021
Q4 | $305K | Sell |
4,441
-175
| -4% | -$12K | 0.03% | 428 |
|
|
2021
Q3 | $286K | Sell |
4,616
-8
| -0.2% | -$496 | 0.03% | 446 |
|
|
2021
Q2 | $280K | Sell |
4,624
-124
| -3% | -$7.51K | 0.03% | 450 |
|
|
2021
Q1 | $295K | Sell |
4,748
-667
| -12% | -$41.5K | 0.03% | 406 |
|
|
2020
Q4 | $333K | Sell |
5,415
-1,231
| -19% | -$75.6K | 0.04% | 351 |
|
|
2020
Q3 | $360K | Sell |
6,646
-33
| -0.5% | -$1.79K | 0.05% | 293 |
|
|
2020
Q2 | $346K | Sell |
6,679
-2,885
| -30% | -$150K | 0.05% | 299 |
|
|
2020
Q1 | $518K | Buy |
+9,564
| New | +$518K | 0.08% | 197 |
|
|
2019
Q3 | $647K | Sell |
10,480
-2,390
| -19% | -$148K | 0.08% | 140 |
|
|
2019
Q2 | $711K | Sell |
12,870
-712
| -5% | -$39.4K | 0.09% | 184 |
|
|
2019
Q1 | $702K | Sell |
13,582
-12,460
| -48% | -$644K | 0.1% | 170 |
|
|
2018
Q4 | $1.14M | Sell |
26,042
-720
| -3% | -$31.6K | 0.17% | 68 |
|
|
2018
Q3 | $1.17M | Buy |
26,762
+1,600
| +6% | +$69.8K | 0.16% | 110 |
|
|
2018
Q2 | $1.17M | Buy |
25,162
+2,336
| +10% | +$108K | 0.17% | 105 |
|
|
2018
Q1 | $1.02M | Buy |
22,826
+2,062
| +10% | +$92.1K | 0.16% | 112 |
|
|
2017
Q4 | $999K | Buy |
20,764
+2,152
| +12% | +$104K | 0.17% | 113 |
|
|
2017
Q3 | $915K | Buy |
18,612
+527
| +3% | +$25.9K | 0.17% | 117 |
|
|
2017
Q2 | $866K | Sell |
18,085
-4,432
| -20% | -$212K | 0.17% | 119 |
|
|
2017
Q1 | $1.12M | Buy |
22,517
+8,474
| +60% | +$422K | 0.19% | 112 |
|
|
2016
Q4 | $691K | Sell |
14,043
-4,304
| -23% | -$212K | 0.13% | 149 |
|
|
2016
Q3 | $941K | Sell |
18,347
-350
| -2% | -$18K | 0.18% | 110 |
|
|
2016
Q2 | $1M | Buy |
18,697
+5,973
| +47% | +$320K | 0.19% | 106 |
|
|
2016
Q1 | $658K | Sell |
12,724
-51
| -0.4% | -$2.64K | 0.13% | 133 |
|
|
2015
Q4 | $598K | Sell |
12,775
-580
| -4% | -$27.2K | 0.13% | 136 |
|
|
2015
Q3 | $597K | Sell |
13,355
-706
| -5% | -$31.6K | 0.14% | 129 |
|
|
2015
Q2 | $589K | Buy |
14,061
+1,242
| +10% | +$52K | 0.13% | 136 |
|
|
2015
Q1 | $568K | Buy |
12,819
+387
| +3% | +$17.1K | 0.13% | 141 |
|
|
2014
Q4 | $611K | Buy |
12,432
+270
| +2% | +$13.3K | 0.14% | 131 |
|
|
2014
Q3 | $531K | Buy |
12,162
+260
| +2% | +$11.4K | 0.13% | 144 |
|
|
2014
Q2 | $540K | Sell |
11,902
-333
| -3% | -$15.1K | 0.13% | 137 |
|
|
2014
Q1 | $538K | Sell |
12,235
-3
| -0% | -$132 | 0.15% | 128 |
|
|
2013
Q4 | $503K | Sell |
12,238
-320
| -3% | -$13.2K | 0.15% | 134 |
|
|
2013
Q3 | $517K | Buy |
12,558
+1,553
| +14% | +$63.9K | 0.17% | 117 |
|
|
2013
Q2 | $486K | Buy |
+11,005
| New | +$486K | 0.17% | 112 |
|