Waters Parkerson & Co’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
Q3 | $3.38M | Sell |
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|
2025
Q2 | $3.28M | Sell |
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|
2025
Q1 | $4.04M | Hold |
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|
2024
Q4 | $3.61M | Hold |
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|
2024
Q3 | $3.96M | Sell |
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|
2024
Q2 | $3.45M | Buy |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $1.92M | Hold |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $1.58M | Sell |
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|
2020
Q2 | $1.56M | Sell |
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|
2020
Q1 | $1.65M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.13M | Sell |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $1.24M | Sell |
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|
2016
Q1 | $1.23M | Buy |
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|
2015
Q4 | $1.1M | Hold |
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|
2015
Q3 | $1.05M | Sell |
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|
2015
Q2 | $996K | Sell |
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|
2015
Q1 | $1.51M | Buy |
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|
2014
Q4 | $1.66M | Sell |
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|
2014
Q3 | $1.58M | Buy |
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|
2014
Q2 | $1.56M | Sell |
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|
2014
Q1 | $1.53M | Sell |
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|
2013
Q4 | $1.53M | Sell |
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|
2013
Q3 | $1.59M | Buy |
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|
2013
Q2 | $1.41M | Buy |
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