SBIA
Sheaff Brock Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.47M | Sell |
16,009
-1,517
| -9% | -$139K | 0.14% | 136 |
|
|
2024
Q4 | $1.44M | Buy |
17,526
+580
| +3% | +$47.7K | 0.13% | 136 |
|
|
2024
Q3 | $1.53M | Sell |
16,946
-9,700
| -36% | -$875K | 0.13% | 130 |
|
|
2024
Q2 | $2.07M | Sell |
26,646
-3,949
| -13% | -$306K | 0.19% | 104 |
|
|
2024
Q1 | $2.19M | Buy |
30,595
+20
| +0.1% | +$1.44K | 0.14% | 108 |
|
|
2023
Q4 | $2.14M | Sell |
30,575
-11
| -0% | -$771 | 0.17% | 99 |
|
|
2023
Q3 | $1.98M | Buy |
30,586
+225
| +0.7% | +$14.6K | 0.18% | 99 |
|
|
2023
Q2 | $2.13M | Sell |
30,361
-530
| -2% | -$37.2K | 0.18% | 97 |
|
|
2023
Q1 | $2.15M | Buy |
30,891
+20
| +0.1% | +$1.39K | 0.2% | 93 |
|
|
2022
Q4 | $2.2M | Buy |
30,871
+69
| +0.2% | +$4.93K | 0.22% | 82 |
|
|
2022
Q3 | $2.1M | Sell |
30,802
-434
| -1% | -$29.5K | 0.23% | 80 |
|
|
2022
Q2 | $2.23M | Buy |
31,236
+213
| +0.7% | +$15.2K | 0.19% | 77 |
|
|
2022
Q1 | $2.25M | Buy |
31,023
+568
| +2% | +$41.2K | 0.16% | 93 |
|
|
2021
Q4 | $2.09M | Sell |
30,455
-1,176
| -4% | -$80.7K | 0.14% | 101 |
|
|
2021
Q3 | $1.96M | Sell |
31,631
-2,981
| -9% | -$185K | 0.14% | 102 |
|
|
2021
Q2 | $2.09M | Sell |
34,612
-1,414
| -4% | -$85.5K | 0.15% | 95 |
|
|
2021
Q1 | $2.24M | Buy |
36,026
+2,990
| +9% | +$186K | 0.18% | 81 |
|
|
2020
Q4 | $2.03M | Buy |
33,036
+1,819
| +6% | +$112K | 0.17% | 82 |
|
|
2020
Q3 | $1.69M | Sell |
31,217
-2,178
| -7% | -$118K | 0.16% | 90 |
|
|
2020
Q2 | $1.73M | Buy |
33,395
+419
| +1% | +$21.7K | 0.17% | 83 |
|
|
2020
Q1 | $1.79M | Sell |
32,976
-1,991
| -6% | -$108K | 0.24% | 71 |
|
|
2019
Q4 | $2.23M | Buy |
34,967
+467
| +1% | +$29.7K | 0.22% | 71 |
|
|
2019
Q3 | $2.13M | Buy |
34,500
+18
| +0.1% | +$1.11K | 0.23% | 72 |
|
|
2019
Q2 | $1.91M | Sell |
34,482
-182
| -0.5% | -$10.1K | 0.2% | 79 |
|
|
2019
Q1 | $1.79M | Buy |
34,664
+1,752
| +5% | +$90.5K | 0.22% | 85 |
|
|
2018
Q4 | $1.45M | Hold |
32,912
| – | – | 0.23% | 84 |
|
|
2018
Q3 | $1.44M | Buy |
32,912
+326
| +1% | +$14.2K | 0.14% | 101 |
|
|
2018
Q2 | $1.51M | Buy |
32,586
+4
| +0% | +$185 | 0.15% | 95 |
|
|
2018
Q1 | $1.46M | Sell |
32,582
-6,401
| -16% | -$286K | 0.15% | 105 |
|
|
2017
Q4 | $1.88M | Sell |
38,983
-23
| -0.1% | -$1.11K | 0.24% | 88 |
|
|
2017
Q3 | $1.92M | Buy |
39,006
+2
| +0% | +$98 | 0.25% | 90 |
|
|
2017
Q2 | $1.87M | Sell |
39,004
-7,608
| -16% | -$364K | 0.25% | 87 |
|
|
2017
Q1 | $2.32M | Sell |
46,612
-165
| -0.4% | -$8.21K | 0.3% | 70 |
|
|
2016
Q4 | $2.3M | Sell |
46,777
-3,444
| -7% | -$169K | 0.29% | 77 |
|
|
2016
Q3 | $2.58M | Sell |
50,221
-1,989
| -4% | -$102K | 0.34% | 67 |
|
|
2016
Q2 | $2.8M | Sell |
52,210
-1,388
| -3% | -$74.4K | 0.36% | 65 |
|
|
2016
Q1 | $2.77M | Sell |
53,598
-578
| -1% | -$29.9K | 0.34% | 63 |
|
|
2015
Q4 | $2.54M | Buy |
+54,176
| New | +$2.54M | 0.29% | 78 |
|