UBS AM’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 | $591M | Buy |
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2025
Q1 | $437M | Sell |
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2024
Q4 | $429M | Buy |
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2024
Q3 | $381M | Sell |
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2024
Q2 | $369M | Buy |
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2024
Q1 | $292M | Sell |
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2023
Q4 | $326M | Buy |
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2023
Q3 | $246M | Sell |
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2023
Q2 | $266M | Hold |
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2023
Q1 | $266M | Sell |
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2022
Q4 | $278M | Buy |
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2022
Q3 | $249M | Buy |
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2022
Q2 | $253M | Sell |
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2022
Q1 | $268M | Buy |
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2021
Q4 | $235M | Sell |
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2021
Q3 | $233M | Buy |
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2021
Q2 | $212M | Sell |
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2021
Q1 | $236M | Sell |
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2020
Q4 | $240M | Sell |
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2020
Q3 | $233M | Buy |
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2020
Q2 | $215M | Sell |
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2020
Q1 | $247M | Buy |
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2019
Q4 | $273M | Sell |
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2019
Q3 | $270M | Sell |
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2019
Q2 | $264M | Buy |
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2019
Q1 | $236M | Sell |
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2018
Q4 | $225M | Buy |
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|||||
2018
Q3 | $221M | Buy |
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2018
Q2 | $231M | Sell |
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2018
Q1 | $228M | Buy |
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2017
Q4 | $224M | Buy |
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|||||
2017
Q3 | $224M | Buy |
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|||||
2017
Q2 | $210M | Sell |
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|||||
2017
Q1 | $222M | Buy |
|
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2016
Q4 | $200M | Sell |
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|||||
2016
Q3 | $209M | Buy |
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2016
Q2 | $211M | Buy |
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|||||
2016
Q1 | $198M | Sell |
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2015
Q4 | $187M | Sell |
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2015
Q3 | $202M | Sell |
|
|||||
2015
Q2 | $206M | Buy |
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2015
Q1 | $215M | Sell |
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2014
Q4 | $239M | Buy |
|
|||||
2014
Q3 | $205M | Buy |
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|||||
2014
Q2 | $205M | Buy |
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|||||
2014
Q1 | $178M | Buy |
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2013
Q4 | $154M | Buy |
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2013
Q3 | $148M | Buy |
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2013
Q2 | $157M | Buy |
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