Scotia Capital’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 | $392K | Sell |
4,273
-5
| -0.1% | -$459 | ﹤0.01% | 662 |
|
|
2025
Q1 | $393K | Sell |
4,278
-808
| -16% | -$74.3K | ﹤0.01% | 649 |
|
|
2024
Q4 | $419K | Sell |
5,086
-9,344
| -65% | -$769K | ﹤0.01% | 646 |
|
|
2024
Q3 | $1.3M | Buy |
14,430
+9,413
| +188% | +$849K | 0.01% | 462 |
|
|
2024
Q2 | $389K | Buy |
5,017
+522
| +12% | +$40.5K | ﹤0.01% | 644 |
|
|
2024
Q1 | $322K | Sell |
4,495
-309
| -6% | -$22.2K | ﹤0.01% | 671 |
|
|
2023
Q4 | $337K | Sell |
4,804
-900
| -16% | -$63.1K | ﹤0.01% | 642 |
|
|
2023
Q3 | $369K | Hold |
5,704
| – | – | ﹤0.01% | 605 |
|
|
2023
Q2 | $401K | Sell |
5,704
-326
| -5% | -$22.9K | ﹤0.01% | 587 |
|
|
2023
Q1 | $420K | Sell |
6,030
-639
| -10% | -$44.5K | ﹤0.01% | 579 |
|
|
2022
Q4 | $476K | Sell |
6,669
-9,180
| -58% | -$656K | ﹤0.01% | 567 |
|
|
2022
Q3 | $1.08M | Buy |
15,849
+77
| +0.5% | +$5.24K | 0.01% | 441 |
|
|
2022
Q2 | $1.13M | Buy |
15,772
+8,836
| +127% | +$630K | 0.01% | 453 |
|
|
2022
Q1 | $503K | Sell |
6,936
-116
| -2% | -$8.41K | ﹤0.01% | 625 |
|
|
2021
Q4 | $484K | Sell |
7,052
-76
| -1% | -$5.22K | ﹤0.01% | 632 |
|
|
2021
Q3 | $442K | Sell |
7,128
-664
| -9% | -$41.2K | ﹤0.01% | 641 |
|
|
2021
Q2 | $472K | Sell |
7,792
-100
| -1% | -$6.06K | ﹤0.01% | 637 |
|
|
2021
Q1 | $491K | Sell |
7,892
-719
| -8% | -$44.7K | ﹤0.01% | 605 |
|
|
2020
Q4 | $529K | Sell |
8,611
-113
| -1% | -$6.94K | ﹤0.01% | 553 |
|
|
2020
Q3 | $473K | Buy |
8,724
+112
| +1% | +$6.07K | 0.01% | 504 |
|
|
2020
Q2 | $448K | Sell |
8,612
-1,793
| -17% | -$93.3K | 0.01% | 436 |
|
|
2020
Q1 | $563K | Sell |
10,405
-49
| -0.5% | -$2.65K | 0.01% | 414 |
|
|
2019
Q4 | $666K | Buy |
10,454
+6
| +0.1% | +$382 | 0.01% | 470 |
|
|
2019
Q3 | $645K | Sell |
10,448
-63
| -0.6% | -$3.89K | 0.01% | 468 |
|
|
2019
Q2 | $581K | Sell |
10,511
-261
| -2% | -$14.4K | 0.01% | 497 |
|
|
2019
Q1 | $557K | Sell |
10,772
-375
| -3% | -$19.4K | 0.01% | 483 |
|
|
2018
Q4 | $490K | Sell |
11,147
-7,354
| -40% | -$323K | 0.01% | 464 |
|
|
2018
Q3 | $807K | Buy |
18,501
+464
| +3% | +$20.2K | 0.01% | 448 |
|
|
2018
Q2 | $805K | Buy |
18,037
+2,270
| +14% | +$101K | 0.01% | 424 |
|
|
2018
Q1 | $704K | Sell |
15,767
-2,622
| -14% | -$117K | 0.01% | 455 |
|
|
2017
Q4 | $884K | Buy |
18,389
+178
| +1% | +$8.56K | 0.01% | 414 |
|
|
2017
Q3 | $895K | Buy |
18,211
+2,770
| +18% | +$136K | 0.01% | 402 |
|
|
2017
Q2 | $739K | Sell |
15,441
-665
| -4% | -$31.8K | 0.01% | 409 |
|
|
2017
Q1 | $802K | Sell |
16,106
-1,495
| -8% | -$74.4K | 0.01% | 400 |
|
|
2016
Q4 | $866K | Buy |
17,601
+994
| +6% | +$48.9K | 0.01% | 363 |
|
|
2016
Q3 | $852K | Sell |
16,607
-4,079
| -20% | -$209K | 0.02% | 349 |
|
|
2016
Q2 | $1.11M | Buy |
20,686
+790
| +4% | +$42.4K | 0.02% | 294 |
|
|
2016
Q1 | $1.03M | Buy |
19,896
+3,312
| +20% | +$171K | 0.02% | 289 |
|
|
2015
Q4 | $740K | Hold |
16,584
| – | – | 0.02% | 356 |
|
|
2015
Q3 | $741K | Buy |
16,584
+337
| +2% | +$15.1K | 0.02% | 354 |
|
|
2015
Q2 | $681K | Buy |
16,247
+1,271
| +8% | +$53.3K | 0.01% | 397 |
|
|
2015
Q1 | $663K | Sell |
14,976
-1,086
| -7% | -$48.1K | 0.02% | 386 |
|
|
2014
Q4 | $789K | Sell |
16,062
-11,196
| -41% | -$550K | 0.02% | 338 |
|
|
2014
Q3 | $1.19M | Sell |
27,258
-1,625
| -6% | -$70.9K | 0.03% | 283 |
|
|
2014
Q2 | $1.31M | Buy |
28,883
+1,700
| +6% | +$77.2K | 0.03% | 268 |
|
|
2014
Q1 | $1.2M | Buy |
27,183
+1,858
| +7% | +$81.7K | 0.03% | 270 |
|
|
2013
Q4 | $1.04M | Buy |
25,325
+3,525
| +16% | +$145K | 0.02% | 264 |
|
|
2013
Q3 | $897K | Buy |
21,800
+7,329
| +51% | +$302K | 0.02% | 273 |
|
|
2013
Q2 | $636K | Buy |
+14,471
| New | +$636K | 0.02% | 270 |
|