StoneX Group’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.2M	Buy	100,152 +2,526	+3%	+$232K	0.45%	36
2025 Q1	$8.98M	Buy	97,626 +860	+0.9%	+$79.1K	0.49%	32
2024 Q4	$7.97M	Buy	+96,766	New	+$7.97M	0.44%	40
2022 Q2	–	Sell	-37,834	Closed	-$2.74M	–	716
2022 Q1	$2.74M	Buy	37,834 +2,771	+8%	+$201K	0.26%	77
2021 Q4	$2.4M	Buy	35,063 +4,585	+15%	+$314K	0.28%	75
2021 Q3	$1.89M	Sell	30,478 -1,063	-3%	-$65.9K	0.27%	78
2021 Q2	$1.91M	Buy	31,541 +7,620	+32%	+$461K	0.28%	72
2021 Q1	$1.49M	Buy	23,921 +1,913	+9%	+$119K	0.27%	71
2020 Q4	$1.35M	Buy	22,008 +493	+2%	+$30.3K	0.3%	59
2020 Q3	$1.17M	Sell	21,515 -221	-1%	-$12K	0.38%	56
2020 Q2	$1.13M	Buy	21,736 +1,431	+7%	+$74.2K	0.43%	55
2020 Q1	$1.1M	Sell	20,305 -302	-1%	-$16.3K	0.58%	42
2019 Q4	$1.31M	Buy	20,607 +5,806	+39%	+$370K	0.54%	54
2019 Q3	$914K	Buy	14,801 +7,826	+112%	+$483K	0.57%	52
2019 Q2	$386K	Buy	6,975 +403	+6%	+$22.3K	0.25%	129
2019 Q1	$340K	Buy	6,572 +9	+0.1%	+$466	0.26%	135
2018 Q4	$288K	Buy	6,563 +21	+0.3%	+$922	0.28%	142
2018 Q3	$285K	Buy	6,542 +211	+3%	+$9.19K	0.21%	174
2018 Q2	$293K	Sell	6,331 -158	-2%	-$7.31K	0.25%	158
2018 Q1	$290K	Sell	6,489 -703	-10%	-$31.4K	0.28%	145
2017 Q4	$346K	Sell	7,192 -2,218	-24%	-$107K	0.36%	109
2017 Q3	$462K	Sell	9,410 -10,212	-52%	-$501K	0.58%	58
2017 Q2	$939K	Buy	19,622 +9,232	+89%	+$442K	0.29%	123
2017 Q1	$511K	Sell	10,390 -171	-2%	-$8.41K	1.14%	42
2016 Q4	$520K	Buy	10,561 +202	+2%	+$9.95K	0.91%	55
2016 Q3	$531K	Buy	+10,359	New	+$531K	1.19%	38