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Sky Investment Group’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.38M Sell
80,374
-1,950
-2% -$179K 1.29% 26
2025
Q1
$7.57M Buy
82,324
+575
+0.7% +$52.9K 1.4% 26
2024
Q4
$6.73M Buy
81,749
+757
+0.9% +$62.3K 1.23% 31
2024
Q3
$7.3M Buy
80,992
+700
+0.9% +$63.1K 1.31% 29
2024
Q2
$6.23M Sell
80,292
-1,940
-2% -$150K 1.19% 31
2024
Q1
$5.9M Buy
82,232
+115
+0.1% +$8.25K 1.14% 37
2023
Q4
$5.76M Buy
82,117
+39
+0% +$2.74K 1.21% 33
2023
Q3
$5.31M Buy
82,078
+57
+0.1% +$3.69K 1.21% 34
2023
Q2
$5.76M Sell
82,021
-228
-0.3% -$16K 1.25% 31
2023
Q1
$5.72M Buy
82,249
+2,225
+3% +$155K 1.31% 32
2022
Q4
$5.72M Buy
80,024
+599
+0.8% +$42.8K 1.35% 29
2022
Q3
$5.4M Sell
79,425
-230
-0.3% -$15.6K 1.4% 30
2022
Q2
$5.68M Sell
79,655
-1,800
-2% -$128K 1.36% 28
2022
Q1
$5.91M Sell
81,455
-161
-0.2% -$11.7K 1.25% 33
2021
Q4
$5.6M Buy
81,616
+290
+0.4% +$19.9K 1.13% 34
2021
Q3
$5.04M Buy
81,326
+1,416
+2% +$87.8K 1.12% 37
2021
Q2
$4.84M Sell
79,910
-640
-0.8% -$38.7K 1.09% 37
2021
Q1
$5.01M Buy
80,550
+2,338
+3% +$145K 1.2% 33
2020
Q4
$4.81M Sell
78,212
-242
-0.3% -$14.9K 1.22% 31
2020
Q3
$4.25M Buy
78,454
+2,592
+3% +$141K 1.17% 31
2020
Q2
$3.93M Buy
75,862
+1,150
+2% +$59.6K 1.35% 27
2020
Q1
$4.05M Buy
74,712
+999
+1% +$54.1K 1.63% 23
2019
Q4
$4.7M Sell
73,713
-644
-0.9% -$41K 1.54% 27
2019
Q3
$4.59M Sell
74,357
-865
-1% -$53.4K 1.58% 28
2019
Q2
$4.16M Sell
75,222
-60
-0.1% -$3.32K 1.46% 32
2019
Q1
$3.89M Sell
75,282
-750
-1% -$38.8K 1.43% 32
2018
Q4
$3.34M Sell
76,032
-2,525
-3% -$111K 1.41% 31
2018
Q3
$3.43M Sell
78,557
-135
-0.2% -$5.89K 1.31% 36
2018
Q2
$3.64M Buy
78,692
+240
+0.3% +$11.1K 1.47% 34
2018
Q1
$3.5M Buy
78,452
+3,170
+4% +$142K 1.42% 34
2017
Q4
$3.62M Buy
75,282
+1,285
+2% +$61.8K 1.41% 35
2017
Q3
$3.64M Buy
73,997
+2,081
+3% +$102K 1.49% 33
2017
Q2
$3.44M Buy
71,916
+680
+1% +$32.6K 1.46% 30
2017
Q1
$3.55M Buy
71,236
+761
+1% +$37.9K 1.56% 28
2016
Q4
$3.47M Buy
70,475
+165
+0.2% +$8.12K 1.61% 27
2016
Q3
$3.61M Sell
70,310
-1,164
-2% -$59.7K 1.68% 23
2016
Q2
$3.83M Sell
71,474
-403
-0.6% -$21.6K 1.81% 19
2016
Q1
$3.72M Sell
71,877
-1,250
-2% -$64.7K 1.84% 20
2015
Q4
$3.42M Sell
73,127
-345
-0.5% -$16.1K 1.76% 20
2015
Q3
$3.28M Buy
73,472
+1,585
+2% +$70.8K 1.83% 20
2015
Q2
$3.01M Buy
71,887
+1,520
+2% +$63.7K 1.59% 28
2015
Q1
$3.12M Buy
70,367
+1,304
+2% +$57.7K 1.67% 26
2014
Q4
$3.39M Sell
69,063
-170
-0.2% -$8.35K 1.77% 20
2014
Q3
$3.02M Buy
69,233
+10,037
+17% +$438K 1.63% 23
2014
Q2
$2.69M Sell
59,196
-10,443
-15% -$474K 1.6% 31
2014
Q1
$3.06M Buy
69,639
+1,645
+2% +$72.3K 1.69% 24
2013
Q4
$2.8M Buy
67,994
+51,594
+315% +$2.12M 1.58% 27
2013
Q3
$675K Buy
+16,400
New +$675K 1.74% 25