Steward Partners Investment Advisory’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 | $15.5M | Buy |
168,746
+10,336
| +7% | +$949K | 0.12% | 169 |
|
|
2025
Q1 | $14.6M | Sell |
158,410
-564
| -0.4% | -$51.9K | 0.13% | 156 |
|
|
2024
Q4 | $13.1M | Buy |
158,974
+11,203
| +8% | +$922K | 0.12% | 173 |
|
|
2024
Q3 | $13.3M | Buy |
147,771
+62,230
| +73% | +$5.61M | 0.12% | 170 |
|
|
2024
Q2 | $6.64M | Buy |
85,541
+2,070
| +2% | +$161K | 0.07% | 278 |
|
|
2024
Q1 | $5.99M | Buy |
83,471
+9,917
| +13% | +$711K | 0.07% | 294 |
|
|
2023
Q4 | $5.16M | Buy |
73,554
+21,972
| +43% | +$1.54M | 0.07% | 279 |
|
|
2023
Q3 | $3.34M | Sell |
51,582
-4,804
| -9% | -$311K | 0.05% | 341 |
|
|
2023
Q2 | $3.96M | Sell |
56,386
-2,581
| -4% | -$181K | 0.06% | 309 |
|
|
2023
Q1 | $4.1M | Sell |
58,967
-179
| -0.3% | -$12.5K | 0.07% | 291 |
|
|
2022
Q4 | $4.22M | Sell |
59,146
-5,505
| -9% | -$393K | 0.07% | 281 |
|
|
2022
Q3 | $4.4M | Buy |
64,651
+6,618
| +11% | +$450K | 0.08% | 258 |
|
|
2022
Q2 | $4.14M | Sell |
58,033
-1,437
| -2% | -$102K | 0.08% | 270 |
|
|
2022
Q1 | $4.31M | Buy |
59,470
+154
| +0.3% | +$11.2K | 0.07% | 294 |
|
|
2021
Q4 | $4.07M | Sell |
59,316
-729
| -1% | -$50K | 0.06% | 305 |
|
|
2021
Q3 | $3.72M | Buy |
60,045
+2,291
| +4% | +$142K | 0.06% | 306 |
|
|
2021
Q2 | $3.5M | Sell |
57,754
-17,301
| -23% | -$1.05M | 0.06% | 318 |
|
|
2021
Q1 | $4.67M | Buy |
75,055
+18,945
| +34% | +$1.18M | 0.08% | 257 |
|
|
2020
Q4 | $3.45M | Buy |
56,110
+4,871
| +10% | +$299K | 0.07% | 265 |
|
|
2020
Q3 | $2.78M | Buy |
51,239
+2,234
| +5% | +$121K | 0.07% | 260 |
|
|
2020
Q2 | $2.54M | Buy |
49,005
+8,268
| +20% | +$429K | 0.07% | 261 |
|
|
2020
Q1 | $2.21M | Sell |
40,737
-6,681
| -14% | -$362K | 0.08% | 241 |
|
|
2019
Q4 | $3.02M | Buy |
47,418
+282
| +0.6% | +$18K | 0.09% | 230 |
|
|
2019
Q3 | $2.91M | Buy |
47,136
+7,413
| +19% | +$458K | 0.1% | 214 |
|
|
2019
Q2 | $2.2M | Buy |
39,723
+1,804
| +5% | +$99.7K | 0.08% | 246 |
|
|
2019
Q1 | $1.96M | Buy |
37,919
+848
| +2% | +$43.8K | 0.08% | 237 |
|
|
2018
Q4 | $1.63M | Buy |
37,071
+1,653
| +5% | +$72.6K | 0.08% | 253 |
|
|
2018
Q3 | $1.54M | Sell |
35,418
-313
| -0.9% | -$13.6K | 0.07% | 262 |
|
|
2018
Q2 | $1.66M | Buy |
35,731
+6,002
| +20% | +$278K | 0.1% | 219 |
|
|
2018
Q1 | $1.33M | Sell |
29,729
-12,768
| -30% | -$570K | 0.09% | 225 |
|
|
2017
Q4 | $2.04M | Buy |
42,497
+6
| +0% | +$288 | 0.16% | 152 |
|
|
2017
Q3 | $2.09M | Buy |
42,491
+215
| +0.5% | +$10.6K | 0.21% | 111 |
|
|
2017
Q2 | $2.02M | Buy |
42,276
+7,727
| +22% | +$370K | 0.23% | 108 |
|
|
2017
Q1 | $1.72M | Buy |
34,549
+14,872
| +76% | +$740K | 0.26% | 87 |
|
|
2016
Q4 | $967K | Buy |
+19,677
| New | +$967K | 0.44% | 47 |
|