Stifel Financial’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.2M | Buy |
1,014,384
+527
| +0.1% | +$48.4K | 0.09% | 227 |
|
|
2025
Q1 | $93.2M | Buy |
1,013,857
+26,198
| +3% | +$2.41M | 0.1% | 217 |
|
|
2024
Q4 | $81.3M | Buy |
987,659
+24,393
| +3% | +$2.01M | 0.08% | 231 |
|
|
2024
Q3 | $86.9M | Sell |
963,266
-82,562
| -8% | -$7.45M | 0.09% | 219 |
|
|
2024
Q2 | $81.1M | Buy |
1,045,828
+200,926
| +24% | +$15.6M | 0.09% | 214 |
|
|
2024
Q1 | $60.6M | Sell |
844,902
-236,092
| -22% | -$16.9M | 0.07% | 268 |
|
|
2023
Q4 | $75.8M | Buy |
1,080,994
+6,108
| +0.6% | +$428K | 0.1% | 214 |
|
|
2023
Q3 | $69.6M | Buy |
1,074,886
+4,105
| +0.4% | +$266K | 0.1% | 216 |
|
|
2023
Q2 | $75.2M | Buy |
1,070,781
+39,993
| +4% | +$2.81M | 0.1% | 208 |
|
|
2023
Q1 | $71.7M | Buy |
1,030,788
+28,624
| +3% | +$1.99M | 0.1% | 207 |
|
|
2022
Q4 | $71.6M | Buy |
1,002,164
+44,467
| +5% | +$3.18M | 0.11% | 200 |
|
|
2022
Q3 | $65.1M | Buy |
957,697
+16,305
| +2% | +$1.11M | 0.11% | 201 |
|
|
2022
Q2 | $67.1M | Buy |
941,392
+250
| +0% | +$17.8K | 0.11% | 208 |
|
|
2022
Q1 | $68.2M | Sell |
941,142
-15,482
| -2% | -$1.12M | 0.09% | 214 |
|
|
2021
Q4 | $65.6M | Buy |
956,624
+9,547
| +1% | +$655K | 0.09% | 222 |
|
|
2021
Q3 | $58.7M | Buy |
947,077
+98,398
| +12% | +$6.1M | 0.09% | 225 |
|
|
2021
Q2 | $51.4M | Buy |
848,679
+53,889
| +7% | +$3.26M | 0.08% | 244 |
|
|
2021
Q1 | $49.4M | Sell |
794,790
-874,758
| -52% | -$54.4M | 0.08% | 236 |
|
|
2020
Q4 | $103M | Sell |
1,669,548
-25,809
| -2% | -$1.59M | 0.18% | 127 |
|
|
2020
Q3 | $91.9M | Sell |
1,695,357
-17,105
| -1% | -$927K | 0.19% | 124 |
|
|
2020
Q2 | $88.8M | Buy |
1,712,462
+69,491
| +4% | +$3.6M | 0.2% | 119 |
|
|
2020
Q1 | $89M | Sell |
1,642,971
-164,644
| -9% | -$8.92M | 0.25% | 108 |
|
|
2019
Q4 | $115M | Buy |
1,807,615
+22,603
| +1% | +$1.44M | 0.24% | 104 |
|
|
2019
Q3 | $110M | Sell |
1,785,012
-72,376
| -4% | -$4.47M | 0.28% | 88 |
|
|
2019
Q2 | $103M | Sell |
1,857,388
-67,353
| -3% | -$3.72M | 0.26% | 94 |
|
|
2019
Q1 | $99.5M | Sell |
1,924,741
-53,264
| -3% | -$2.75M | 0.28% | 89 |
|
|
2018
Q4 | $86.9M | Buy |
1,978,005
+7,254
| +0.4% | +$319K | 0.28% | 86 |
|
|
2018
Q3 | $85.8M | Buy |
1,970,751
+151,577
| +8% | +$6.6M | 0.25% | 96 |
|
|
2018
Q2 | $84.3M | Sell |
1,819,174
-43,133
| -2% | -$2M | 0.26% | 91 |
|
|
2018
Q1 | $83.1M | Buy |
1,862,307
+92,224
| +5% | +$4.12M | 0.26% | 91 |
|
|
2017
Q4 | $85.2M | Buy |
1,770,083
+64,937
| +4% | +$3.13M | 0.27% | 89 |
|
|
2017
Q3 | $83.8M | Buy |
1,705,146
+96,301
| +6% | +$4.73M | 0.29% | 79 |
|
|
2017
Q2 | $77M | Sell |
1,608,845
-31,286
| -2% | -$1.5M | 0.28% | 83 |
|
|
2017
Q1 | $81.5M | Buy |
1,640,131
+81,148
| +5% | +$4.03M | 0.32% | 74 |
|
|
2016
Q4 | $76.6M | Sell |
1,558,983
-95,540
| -6% | -$4.7M | 0.33% | 67 |
|
|
2016
Q3 | $84.9M | Buy |
1,654,523
+235,890
| +17% | +$12.1M | 0.38% | 58 |
|
|
2016
Q2 | $76.1M | Buy |
1,418,633
+136,802
| +11% | +$7.34M | 0.35% | 68 |
|
|
2016
Q1 | $66.3M | Buy |
1,281,831
+71,493
| +6% | +$3.7M | 0.35% | 67 |
|
|
2015
Q4 | $56.6M | Buy |
1,210,338
+105,579
| +10% | +$4.94M | 0.29% | 85 |
|
|
2015
Q3 | $49.4M | Buy |
1,104,759
+11,393
| +1% | +$509K | 0.28% | 92 |
|
|
2015
Q2 | $45.7M | Buy |
1,093,366
+56,903
| +5% | +$2.38M | 0.24% | 111 |
|
|
2015
Q1 | $45.9M | Buy |
1,036,463
+32,371
| +3% | +$1.43M | 0.25% | 100 |
|
|
2014
Q4 | $49.3M | Buy |
1,004,092
+105,346
| +12% | +$5.18M | 0.27% | 85 |
|
|
2014
Q3 | $39.2M | Buy |
898,746
+38,567
| +4% | +$1.68M | 0.34% | 55 |
|
|
2014
Q2 | $39M | Sell |
860,179
-14,301
| -2% | -$649K | 0.35% | 48 |
|
|
2014
Q1 | $38.5M | Buy |
+874,480
| New | +$38.5M | 0.37% | 43 |
|