Truist Financial’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.9M | Sell |
739,044
-12,724
| -2% | -$1.17M | 0.1% | 191 |
|
|
2025
Q1 | $69.1M | Sell |
751,768
-15,185
| -2% | -$1.4M | 0.11% | 173 |
|
|
2024
Q4 | $63.1M | Buy |
766,953
+26,990
| +4% | +$2.22M | 0.1% | 187 |
|
|
2024
Q3 | $66.7M | Sell |
739,963
-63,356
| -8% | -$5.71M | 0.1% | 186 |
|
|
2024
Q2 | $62.3M | Sell |
803,319
-65,001
| -7% | -$5.04M | 0.09% | 200 |
|
|
2024
Q1 | $62.3M | Sell |
868,320
-43,747
| -5% | -$3.14M | 0.09% | 197 |
|
|
2023
Q4 | $64M | Sell |
912,067
-69,634
| -7% | -$4.88M | 0.1% | 193 |
|
|
2023
Q3 | $63.5M | Sell |
981,701
-28,642
| -3% | -$1.85M | 0.11% | 184 |
|
|
2023
Q2 | $71M | Sell |
1,010,343
-55,024
| -5% | -$3.87M | 0.12% | 168 |
|
|
2023
Q1 | $74.1M | Buy |
1,065,367
+1,350
| +0.1% | +$93.9K | 0.13% | 165 |
|
|
2022
Q4 | $76M | Buy |
1,064,017
+43,904
| +4% | +$3.14M | 0.13% | 159 |
|
|
2022
Q3 | $69.4M | Sell |
1,020,113
-40,675
| -4% | -$2.77M | 0.13% | 151 |
|
|
2022
Q2 | $75.6M | Sell |
1,060,788
-12,719
| -1% | -$907K | 0.14% | 149 |
|
|
2022
Q1 | $77.8M | Sell |
1,073,507
-6,822
| -0.6% | -$495K | 0.12% | 168 |
|
|
2021
Q4 | $74.1M | Sell |
1,080,329
-16,918
| -2% | -$1.16M | 0.11% | 180 |
|
|
2021
Q3 | $68M | Sell |
1,097,247
-46,370
| -4% | -$2.87M | 0.11% | 190 |
|
|
2021
Q2 | $69.2M | Sell |
1,143,617
-32,138
| -3% | -$1.94M | 0.11% | 186 |
|
|
2021
Q1 | $73.1M | Buy |
1,175,755
+147,732
| +14% | +$9.18M | 0.13% | 174 |
|
|
2020
Q4 | $63.2M | Buy |
1,028,023
+38,988
| +4% | +$2.4M | 0.12% | 180 |
|
|
2020
Q3 | $53.6M | Sell |
989,035
-136,081
| -12% | -$7.38M | 0.12% | 184 |
|
|
2020
Q2 | $58.3M | Buy |
1,125,116
+130,350
| +13% | +$6.76M | 0.13% | 174 |
|
|
2020
Q1 | $53.9M | Sell |
994,766
-139,910
| -12% | -$7.57M | 0.14% | 157 |
|
|
2019
Q4 | $72.3M | Buy |
1,134,676
+983,908
| +653% | +$62.7M | 0.15% | 151 |
|
|
2019
Q3 | $9.31M | Sell |
150,768
-3,265
| -2% | -$202K | 0.16% | 144 |
|
|
2019
Q2 | $8.52M | Buy |
154,033
+2,137
| +1% | +$118K | 0.15% | 152 |
|
|
2019
Q1 | $7.85M | Buy |
151,896
+2,833
| +2% | +$146K | 0.14% | 157 |
|
|
2018
Q4 | $6.55M | Sell |
149,063
-9,620
| -6% | -$423K | 0.13% | 164 |
|
|
2018
Q3 | $6.92M | Buy |
158,683
+1,039
| +0.7% | +$45.3K | 0.12% | 186 |
|
|
2018
Q2 | $7.3M | Buy |
157,644
+1,138
| +0.7% | +$52.7K | 0.14% | 173 |
|
|
2018
Q1 | $6.99M | Buy |
156,506
+5,612
| +4% | +$251K | 0.13% | 190 |
|
|
2017
Q4 | $7.26M | Sell |
150,894
-1,879
| -1% | -$90.4K | 0.14% | 185 |
|
|
2017
Q3 | $7.51M | Sell |
152,773
-7,603
| -5% | -$374K | 0.15% | 184 |
|
|
2017
Q2 | $7.68M | Sell |
160,376
-16,553
| -9% | -$793K | 0.15% | 174 |
|
|
2017
Q1 | $8.81M | Sell |
176,929
-24,340
| -12% | -$1.21M | 0.18% | 144 |
|
|
2016
Q4 | $9.9M | Sell |
201,269
-5,545
| -3% | -$273K | 0.2% | 135 |
|
|
2016
Q3 | $10.6M | Buy |
206,814
+12,921
| +7% | +$663K | 0.22% | 129 |
|
|
2016
Q2 | $10.4M | Buy |
193,893
+13,208
| +7% | +$708K | 0.22% | 122 |
|
|
2016
Q1 | $9.35M | Buy |
180,685
+11,695
| +7% | +$605K | 0.24% | 116 |
|
|
2015
Q4 | $7.91M | Buy |
168,990
+3,651
| +2% | +$171K | 0.21% | 136 |
|
|
2015
Q3 | $7.39M | Buy |
165,339
+6,499
| +4% | +$291K | 0.19% | 146 |
|
|
2015
Q2 | $6.66M | Buy |
158,840
+10,339
| +7% | +$433K | 0.18% | 148 |
|
|
2015
Q1 | $6.58M | Buy |
148,501
+13,743
| +10% | +$608K | 0.19% | 140 |
|
|
2014
Q4 | $6.62M | Buy |
134,758
+8,827
| +7% | +$433K | 0.19% | 133 |
|
|
2014
Q3 | $5.5M | Sell |
125,931
-5,584
| -4% | -$244K | 0.17% | 150 |
|
|
2014
Q2 | $5.97M | Sell |
131,515
-2,306
| -2% | -$105K | 0.18% | 140 |
|
|
2014
Q1 | $5.88M | Buy |
133,821
+2,189
| +2% | +$96.2K | 0.19% | 140 |
|
|
2013
Q4 | $5.41M | Sell |
131,632
-21,256
| -14% | -$874K | 0.17% | 145 |
|
|
2013
Q3 | $6.3M | Sell |
152,888
-34,316
| -18% | -$1.41M | 0.22% | 123 |
|
|
2013
Q2 | $8.26M | Buy |
+187,204
| New | +$8.26M | 0.31% | 91 |
|