Stifel Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.2M | Buy |
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|
2025
Q1 | $93.2M | Buy |
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|
2024
Q4 | $81.3M | Buy |
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|
2024
Q3 | $86.9M | Sell |
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|
2024
Q2 | $81.1M | Buy |
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|
2024
Q1 | $60.6M | Sell |
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|
2023
Q4 | $75.8M | Buy |
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|
2023
Q3 | $69.6M | Buy |
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|
2023
Q2 | $75.2M | Buy |
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|
2023
Q1 | $71.7M | Buy |
|
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|
2022
Q4 | $71.6M | Buy |
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|
2022
Q3 | $65.1M | Buy |
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|
2022
Q2 | $67.1M | Buy |
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|
2022
Q1 | $68.2M | Sell |
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|
2021
Q4 | $65.6M | Buy |
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|
2021
Q3 | $58.7M | Buy |
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|
2021
Q2 | $51.4M | Buy |
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|
2021
Q1 | $49.4M | Sell |
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|
2020
Q4 | $103M | Sell |
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|
2020
Q3 | $91.9M | Sell |
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|
2020
Q2 | $88.8M | Buy |
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|
2020
Q1 | $89M | Sell |
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|
2019
Q4 | $115M | Buy |
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|
2019
Q3 | $110M | Sell |
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|
2019
Q2 | $103M | Sell |
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|
2019
Q1 | $99.5M | Sell |
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|
2018
Q4 | $86.9M | Buy |
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|
2018
Q3 | $85.8M | Buy |
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|
2018
Q2 | $84.3M | Sell |
|
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|
2018
Q1 | $83.1M | Buy |
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|
2017
Q4 | $85.2M | Buy |
|
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|
2017
Q3 | $83.8M | Buy |
|
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|
2017
Q2 | $77M | Sell |
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|
2017
Q1 | $81.5M | Buy |
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|
2016
Q4 | $76.6M | Sell |
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|
2016
Q3 | $84.9M | Buy |
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|
2016
Q2 | $76.1M | Buy |
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|
2016
Q1 | $66.3M | Buy |
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|
2015
Q4 | $56.6M | Buy |
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|
2015
Q3 | $49.4M | Buy |
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|
2015
Q2 | $45.7M | Buy |
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|
2015
Q1 | $45.9M | Buy |
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|
2014
Q4 | $49.3M | Buy |
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|
2014
Q3 | $39.2M | Buy |
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|
2014
Q2 | $39M | Sell |
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|
2014
Q1 | $38.5M | Buy |
|