SVB Wealth’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 | $1.05M | Buy |
+11,471
| New | +$1.05M | 0.06% | 226 |
|
|
2025
Q1 | – | Sell |
-14,636
| Closed | -$1.2M | – | 1758 |
|
|
2024
Q4 | $1.2M | Buy |
+14,636
| New | +$1.2M | 0.02% | 284 |
|
|
2024
Q3 | – | Sell |
-14,443
| Closed | -$1.12M | – | 515 |
|
|
2024
Q2 | $1.12M | Sell |
14,443
-3,368
| -19% | -$261K | 0.03% | 300 |
|
|
2024
Q1 | $1.28M | Buy |
17,811
+100
| +0.6% | +$7.17K | 0.03% | 304 |
|
|
2023
Q4 | $1.24M | Buy |
17,711
+1,424
| +9% | +$99.9K | 0.03% | 305 |
|
|
2023
Q3 | $1.05M | Sell |
16,287
-2,561
| -14% | -$166K | 0.02% | 312 |
|
|
2023
Q2 | $1.32M | Sell |
18,848
-3,041
| -14% | -$214K | 0.02% | 299 |
|
|
2023
Q1 | $1.52M | Buy |
21,889
+692
| +3% | +$48.2K | 0.02% | 319 |
|
|
2022
Q4 | $1.51M | Sell |
21,197
-1,326
| -6% | -$94.7K | 0.02% | 321 |
|
|
2022
Q3 | $1.53M | Buy |
22,523
+5,365
| +31% | +$365K | 0.02% | 291 |
|
|
2022
Q2 | $1.22M | Buy |
17,158
+518
| +3% | +$36.9K | 0.02% | 288 |
|
|
2022
Q1 | $1.21M | Buy |
16,640
+4
| +0% | +$290 | 0.02% | 300 |
|
|
2021
Q4 | $1.14M | Buy |
16,636
+2,829
| +20% | +$194K | 0.02% | 292 |
|
|
2021
Q3 | $856K | Sell |
13,807
-195
| -1% | -$12.1K | 0.01% | 435 |
|
|
2021
Q2 | $847K | Buy |
14,002
+36
| +0.3% | +$2.18K | 0.01% | 430 |
|
|
2021
Q1 | $868K | Sell |
13,966
-325
| -2% | -$20.2K | 0.01% | 377 |
|
|
2020
Q4 | $878K | Buy |
14,291
+651
| +5% | +$40K | 0.01% | 349 |
|
|
2020
Q3 | $739K | Sell |
13,640
-675
| -5% | -$36.6K | 0.01% | 341 |
|
|
2020
Q2 | $742K | Sell |
14,315
-2,087
| -13% | -$108K | 0.01% | 311 |
|
|
2020
Q1 | $888K | Sell |
16,402
-278
| -2% | -$15.1K | 0.02% | 248 |
|
|
2019
Q4 | $1.06M | Sell |
16,680
-6,616
| -28% | -$422K | 0.02% | 290 |
|
|
2019
Q3 | $1.44M | Buy |
23,296
+94
| +0.4% | +$5.81K | 0.03% | 241 |
|
|
2019
Q2 | $1.28M | Sell |
23,202
-2,722
| -10% | -$151K | 0.04% | 251 |
|
|
2019
Q1 | $1.34M | Sell |
25,924
-61
| -0.2% | -$3.15K | 0.05% | 193 |
|
|
2018
Q4 | $1.14M | Sell |
25,985
-54
| -0.2% | -$2.37K | 0.05% | 208 |
|
|
2018
Q3 | $1.14M | Sell |
26,039
-821
| -3% | -$35.8K | 0.04% | 233 |
|
|
2018
Q2 | $1.24M | Sell |
26,860
-190
| -0.7% | -$8.8K | 0.05% | 222 |
|
|
2018
Q1 | $1.21M | Buy |
27,050
+8,199
| +43% | +$366K | 0.05% | 232 |
|
|
2017
Q4 | $907K | Buy |
18,851
+7,136
| +61% | +$343K | 0.03% | 273 |
|
|
2017
Q3 | $576K | Buy |
11,715
+124
| +1% | +$6.1K | 0.02% | 334 |
|
|
2017
Q2 | $555K | Buy |
11,591
+1,251
| +12% | +$59.9K | 0.02% | 341 |
|
|
2017
Q1 | $515K | Hold |
10,340
| – | – | 0.02% | 345 |
|
|
2016
Q4 | $509K | Sell |
10,340
-1,624
| -14% | -$79.9K | 0.02% | 335 |
|
|
2016
Q3 | $614K | Buy |
11,964
+566
| +5% | +$29K | 0.03% | 310 |
|
|
2016
Q2 | $611K | Buy |
11,398
+269
| +2% | +$14.4K | 0.02% | 314 |
|
|
2016
Q1 | $576K | Sell |
11,129
-1,757
| -14% | -$90.9K | 0.02% | 327 |
|
|
2015
Q4 | $603K | Sell |
12,886
-285
| -2% | -$13.3K | 0.02% | 340 |
|
|
2015
Q3 | $589K | Sell |
13,171
-974
| -7% | -$43.6K | 0.02% | 374 |
|
|
2015
Q2 | $593K | Sell |
14,145
-1,920
| -12% | -$80.5K | 0.02% | 402 |
|
|
2015
Q1 | $711K | Sell |
16,065
-2,915
| -15% | -$129K | 0.02% | 354 |
|
|
2014
Q4 | $932K | Buy |
+18,980
| New | +$932K | 0.03% | 313 |
|