SEI Investments’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 | $41.3M | Buy |
449,960
+29,821
| +7% | +$2.74M | 0.05% | 408 |
|
|
2025
Q1 | $38.6M | Buy |
420,139
+20,501
| +5% | +$1.89M | 0.05% | 402 |
|
|
2024
Q4 | $32.9M | Sell |
399,638
-81,161
| -17% | -$6.68M | 0.04% | 449 |
|
|
2024
Q3 | $43.4M | Sell |
480,799
-126,962
| -21% | -$11.4M | 0.06% | 357 |
|
|
2024
Q2 | $47.1M | Sell |
607,761
-27,215
| -4% | -$2.11M | 0.07% | 311 |
|
|
2024
Q1 | $45.6M | Sell |
634,976
-85,203
| -12% | -$6.11M | 0.07% | 320 |
|
|
2023
Q4 | $50.5M | Sell |
720,179
-31,516
| -4% | -$2.21M | 0.08% | 273 |
|
|
2023
Q3 | $48.6M | Buy |
751,695
+61,909
| +9% | +$4.01M | 0.09% | 228 |
|
|
2023
Q2 | $48.5M | Buy |
689,786
+9,475
| +1% | +$666K | 0.08% | 236 |
|
|
2023
Q1 | $47.3M | Buy |
680,311
+273,487
| +67% | +$19M | 0.09% | 245 |
|
|
2022
Q4 | $29.1M | Sell |
406,824
-167,824
| -29% | -$12M | 0.06% | 339 |
|
|
2022
Q3 | $39.1M | Buy |
574,648
+82,263
| +17% | +$5.59M | 0.09% | 241 |
|
|
2022
Q2 | $35M | Buy |
492,385
+194,813
| +65% | +$13.9M | 0.08% | 284 |
|
|
2022
Q1 | $21.6M | Sell |
297,572
-1,605
| -0.5% | -$116K | 0.04% | 460 |
|
|
2021
Q4 | $20.6M | Sell |
299,177
-56,364
| -16% | -$3.87M | 0.04% | 483 |
|
|
2021
Q3 | $22.1M | Buy |
355,541
+3,055
| +0.9% | +$190K | 0.05% | 413 |
|
|
2021
Q2 | $21.4M | Sell |
352,486
-120,137
| -25% | -$7.28M | 0.05% | 392 |
|
|
2021
Q1 | $29.4M | Buy |
472,623
+121,756
| +35% | +$7.56M | 0.07% | 272 |
|
|
2020
Q4 | $21.6M | Sell |
350,867
-37,803
| -10% | -$2.32M | 0.06% | 338 |
|
|
2020
Q3 | $21.1M | Buy |
388,670
+409
| +0.1% | +$22.2K | 0.06% | 295 |
|
|
2020
Q2 | $20.1M | Buy |
388,261
+13,010
| +3% | +$674K | 0.06% | 301 |
|
|
2020
Q1 | $20.3M | Buy |
375,251
+72,047
| +24% | +$3.9M | 0.07% | 255 |
|
|
2019
Q4 | $19.3M | Sell |
303,204
-6,739
| -2% | -$429K | 0.06% | 325 |
|
|
2019
Q3 | $19.2M | Buy |
309,943
+3,921
| +1% | +$242K | 0.05% | 340 |
|
|
2019
Q2 | $16.9M | Sell |
306,022
-13,975
| -4% | -$772K | 0.06% | 357 |
|
|
2019
Q1 | $16.6M | Buy |
319,997
+36,050
| +13% | +$1.86M | 0.06% | 358 |
|
|
2018
Q4 | $12.4M | Buy |
283,947
+2,486
| +0.9% | +$108K | 0.04% | 454 |
|
|
2018
Q3 | $12.3M | Sell |
281,461
-124,665
| -31% | -$5.44M | 0.04% | 441 |
|
|
2018
Q2 | $18.8M | Buy |
406,126
+48,316
| +14% | +$2.24M | 0.06% | 312 |
|
|
2018
Q1 | $16M | Sell |
357,810
-34,558
| -9% | -$1.54M | 0.06% | 327 |
|
|
2017
Q4 | $18.9M | Buy |
392,368
+7,986
| +2% | +$384K | 0.07% | 344 |
|
|
2017
Q3 | $18.9M | Buy |
384,382
+54,624
| +17% | +$2.68M | 0.07% | 325 |
|
|
2017
Q2 | $15.8M | Buy |
329,758
+116,447
| +55% | +$5.58M | 0.06% | 374 |
|
|
2017
Q1 | $10.6M | Buy |
213,311
+102,808
| +93% | +$5.12M | 0.05% | 487 |
|
|
2016
Q4 | $5.44M | Sell |
110,503
-41,995
| -28% | -$2.07M | 0.03% | 726 |
|
|
2016
Q3 | $7.82M | Buy |
152,498
+29,205
| +24% | +$1.5M | 0.04% | 521 |
|
|
2016
Q2 | $6.61M | Buy |
123,293
+77,379
| +169% | +$4.15M | 0.04% | 561 |
|
|
2016
Q1 | $2.38M | Buy |
45,914
+7,495
| +20% | +$388K | 0.01% | 906 |
|
|
2015
Q4 | $1.8M | Buy |
38,419
+23,013
| +149% | +$1.08M | 0.01% | 1043 |
|
|
2015
Q3 | $688K | Sell |
15,406
-16,855
| -52% | -$753K | 0.01% | 1168 |
|
|
2015
Q2 | $1.35M | Sell |
32,261
-9,794
| -23% | -$410K | 0.01% | 878 |
|
|
2015
Q1 | $1.85M | Buy |
42,055
+6,165
| +17% | +$272K | 0.02% | 761 |
|
|
2014
Q4 | $1.76M | Buy |
+35,890
| New | +$1.76M | 0.02% | 750 |
|