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Sandy Spring Bank’s Southern Company SO Stock Holding History

Sandy Spring Bank’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.43M Sell
15,511
-58
-0.4% -$5.02K 0.06% 195
2024
Q4 		$1.28M Sell
15,569
-325
-2% -$28.5K 0.05% 208
2024
Q3 		$1.43M Buy
15,894
+45
+0.3% +$3.84K 0.06% 198
2024
Q2 		$1.23M Sell
15,849
-247
-2% -$18.7K 0.05% 203
2024
Q1 		$1.15M Sell
16,096
-1,216
-7% -$83.9K 0.05% 210
2023
Q4 		$1.21M Buy
17,312
+34
+0.2% +$2.33K 0.06% 198
2023
Q3 		$1.12M Sell
17,278
-522
-3% -$36.2K 0.06% 194
2023
Q2 		$1.25M Buy
17,800
+1,088
+7% +$78K 0.07% 192
2023
Q1 		$1.16M Buy
16,712
+851
+5% +$57.3K 0.07% 196
2022
Q4 		$1.13M Sell
15,861
-1,342
-8% -$89.7K 0.07% 195
2022
Q3 		$1.17M Sell
17,203
-647
-4% -$49K 0.07% 191
2022
Q2 		$1.27M Sell
17,850
-293
-2% -$21.5K 0.08% 187
2022
Q1 		$1.32M Buy
18,143
+575
+3% +$38.9K 0.07% 191
2021
Q4 		$1.21M Sell
17,568
-5,284
-23% -$337K 0.06% 197
2021
Q3 		$1.42M Buy
22,852
+7
+0% +$451 0.08% 184
2021
Q2 		$1.38M Sell
22,845
-21
-0.1% -$1.34K 0.07% 185
2021
Q1 		$1.42M Sell
22,866
-55
-0.2% -$3.29K 0.08% 183
2020
Q4 		$1.41M Sell
22,921
-768
-3% -$46.2K 0.09% 173
2020
Q3 		$1.28M Buy
23,689
+716
+3% +$38.3K 0.09% 173
2020
Q2 		$1.19M Buy
22,973
+10,196
+80% +$567K 0.09% 172
2020
Q1 		$692K Sell
12,777
-1,167
-8% -$73.9K 0.06% 192
2019
Q4 		$889K Sell
13,944
-1,150
-8% -$71.3K 0.06% 197
2019
Q3 		$933K Buy
15,094
+2,158
+17% +$125K 0.07% 194
2019
Q2 		$715K Buy
12,936
+884
+7% +$47.3K 0.06% 203
2019
Q1 		$623K Buy
12,052
+4,613
+62% +$226K 0.05% 209
2018
Q4 		$327K Buy
7,439
+2,274
+44% +$103K 0.03% 243
2018
Q3 		$225K Sell
5,165
-618
-11% -$28.5K 0.02% 288
2018
Q2 		$268K Buy
5,783
+418
+8% +$18.7K 0.02% 277
2018
Q1 		$239K Sell
5,365
-1,001
-16% -$44.4K 0.02% 287
2017
Q4 		$306K Sell
6,366
-479
-7% -$24.4K 0.03% 252
2017
Q3 		$336K Sell
6,845
-572
-8% -$27.7K 0.03% 241
2017
Q2 		$365K Sell
7,417
-312
-4% -$15.6K 0.04% 240
2017
Q1 		$394K Sell
7,729
-3,172
-29% -$157K 0.04% 236
2016
Q4 		$547K Sell
10,901
-1,581
-13% -$77.7K 0.06% 216
2016
Q3 		$650K Sell
12,482
-939
-7% -$49.5K 0.07% 206
2016
Q2 		$730K Sell
13,421
-798
-6% -$40.1K 0.08% 196
2016
Q1 		$736K Buy
14,219
+947
+7% +$46.1K 0.08% 193
2015
Q4 		$621K Sell
13,272
-797
-6% -$36.1K 0.07% 197
2015
Q3 		$629K Sell
14,069
-5,895
-30% -$259K 0.08% 196
2015
Q2 		$837K Sell
19,964
-8,187
-29% -$357K 0.09% 181
2015
Q1 		$1.25M Sell
28,151
-10,774
-28% -$512K 0.14% 157
2014
Q4 		$1.91M Buy
38,925
+232
+0.6% +$11K 0.23% 118
2014
Q3 		$1.69M Sell
38,693
-158
-0.4% -$6.94K 0.21% 126
2014
Q2 		$1.76M Sell
38,851
-769
-2% -$34K 0.22% 119
2014
Q1 		$1.74M Buy
39,620
+708
+2% +$29.7K 0.27% 114
2013
Q4 		$1.6M Buy
38,912
+3,996
+11% +$165K 0.23% 120
2013
Q3 		$1.44M Buy
34,916
+13,357
+62% +$575K 0.21% 125
2013
Q2 		$951K Buy
+21,559
New +$991K 0.15% 149

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sandy Spring Bank's SO Position: Q1 2025 in Review

Sandy Spring Bank reduced its Southern Company (SO) stake by 0.37% in Q1 2025, selling an estimated $5.02K and leaving 15,511 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #195.

Sandy Spring Bank first reported a position in SO in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.91M in Q4 2014. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Sandy Spring Bank held 15,511 shares of Southern Company worth $1.43M as of Q1 2025.
  • Sandy Spring Bank sold 58 Southern Company shares in Q1 2025, an estimated $5.02K.
  • Southern Company made up 0.06% of Sandy Spring Bank's portfolio in Q1 2025, its #195 holding.
  • Sandy Spring Bank first reported a position in Southern Company in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's Southern Company position peaked at $1.91M in Q4 2014.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.