Waters Parkerson & Co’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 | $3.28M | Sell |
35,750
-8,154
| -19% | -$749K | 0.16% | 67 |
|
|
2025
Q1 | $4.04M | Hold |
43,904
| – | – | 0.22% | 60 |
|
|
2024
Q4 | $3.61M | Hold |
43,904
| – | – | 0.19% | 62 |
|
|
2024
Q3 | $3.96M | Sell |
43,904
-550
| -1% | -$49.6K | 0.2% | 63 |
|
|
2024
Q2 | $3.45M | Buy |
44,454
+1,656
| +4% | +$128K | 0.18% | 63 |
|
|
2024
Q1 | $3.07M | Sell |
42,798
-2,868
| -6% | -$206K | 0.16% | 64 |
|
|
2023
Q4 | $3.2M | Buy |
45,666
+21,438
| +88% | +$1.5M | 0.18% | 63 |
|
|
2023
Q3 | $1.57M | Sell |
24,228
-700
| -3% | -$45.3K | 0.09% | 79 |
|
|
2023
Q2 | $1.75M | Sell |
24,928
-253
| -1% | -$17.8K | 0.1% | 77 |
|
|
2023
Q1 | $1.75M | Sell |
25,181
-20
| -0.1% | -$1.39K | 0.1% | 75 |
|
|
2022
Q4 | $1.8M | Sell |
25,201
-1,373
| -5% | -$98.1K | 0.11% | 73 |
|
|
2022
Q3 | $1.81M | Sell |
26,574
-350
| -1% | -$23.8K | 0.12% | 70 |
|
|
2022
Q2 | $1.92M | Hold |
26,924
| – | – | 0.12% | 70 |
|
|
2022
Q1 | $1.95M | Sell |
26,924
-450
| -2% | -$32.6K | 0.11% | 73 |
|
|
2021
Q4 | $1.88M | Sell |
27,374
-994
| -4% | -$68.2K | 0.1% | 76 |
|
|
2021
Q3 | $1.76M | Sell |
28,368
-325
| -1% | -$20.1K | 0.1% | 75 |
|
|
2021
Q2 | $1.74M | Buy |
28,693
+50
| +0.2% | +$3.03K | 0.1% | 74 |
|
|
2021
Q1 | $1.78M | Sell |
28,643
-53
| -0.2% | -$3.29K | 0.11% | 72 |
|
|
2020
Q4 | $1.76M | Sell |
28,696
-531
| -2% | -$32.6K | 0.12% | 70 |
|
|
2020
Q3 | $1.59M | Sell |
29,227
-872
| -3% | -$47.3K | 0.12% | 70 |
|
|
2020
Q2 | $1.56M | Sell |
30,099
-301
| -1% | -$15.6K | 0.13% | 71 |
|
|
2020
Q1 | $1.65M | Buy |
30,400
+1,071
| +4% | +$58K | 0.16% | 64 |
|
|
2019
Q4 | $1.87M | Buy |
29,329
+1,037
| +4% | +$66K | 0.14% | 69 |
|
|
2019
Q3 | $1.75M | Buy |
28,292
+3,133
| +12% | +$194K | 0.14% | 70 |
|
|
2019
Q2 | $1.39M | Buy |
25,159
+635
| +3% | +$35.1K | 0.11% | 76 |
|
|
2019
Q1 | $1.27M | Buy |
24,524
+700
| +3% | +$36.2K | 0.11% | 76 |
|
|
2018
Q4 | $1.05M | Sell |
23,824
-800
| -3% | -$35.1K | 0.1% | 77 |
|
|
2018
Q3 | $1.07M | Buy |
24,624
+382
| +2% | +$16.7K | 0.09% | 81 |
|
|
2018
Q2 | $1.12M | Sell |
24,242
-1,000
| -4% | -$46.3K | 0.1% | 78 |
|
|
2018
Q1 | $1.13M | Sell |
25,242
-197
| -0.8% | -$8.8K | 0.1% | 77 |
|
|
2017
Q4 | $1.22M | Buy |
25,439
+150
| +0.6% | +$7.21K | 0.1% | 75 |
|
|
2017
Q3 | $1.24M | Buy |
25,289
+300
| +1% | +$14.7K | 0.11% | 78 |
|
|
2017
Q2 | $1.2M | Buy |
24,989
+2,100
| +9% | +$101K | 0.11% | 77 |
|
|
2017
Q1 | $1.14M | Sell |
22,889
-108
| -0.5% | -$5.37K | 0.11% | 79 |
|
|
2016
Q4 | $1.13M | Sell |
22,997
-252
| -1% | -$12.4K | 0.11% | 76 |
|
|
2016
Q3 | $1.19M | Buy |
23,249
+208
| +0.9% | +$10.7K | 0.12% | 73 |
|
|
2016
Q2 | $1.24M | Sell |
23,041
-633
| -3% | -$34K | 0.13% | 72 |
|
|
2016
Q1 | $1.23M | Buy |
23,674
+104
| +0.4% | +$5.38K | 0.14% | 73 |
|
|
2015
Q4 | $1.1M | Hold |
23,570
| – | – | 0.13% | 75 |
|
|
2015
Q3 | $1.05M | Sell |
23,570
-211
| -0.9% | -$9.44K | 0.13% | 75 |
|
|
2015
Q2 | $996K | Sell |
23,781
-10,399
| -30% | -$436K | 0.12% | 77 |
|
|
2015
Q1 | $1.51M | Buy |
34,180
+346
| +1% | +$15.3K | 0.18% | 73 |
|
|
2014
Q4 | $1.66M | Sell |
33,834
-2,450
| -7% | -$120K | 0.2% | 70 |
|
|
2014
Q3 | $1.58M | Buy |
36,284
+2,000
| +6% | +$87.3K | 0.19% | 68 |
|
|
2014
Q2 | $1.56M | Sell |
34,284
-615
| -2% | -$27.9K | 0.19% | 69 |
|
|
2014
Q1 | $1.53M | Sell |
34,899
-2,431
| -7% | -$107K | 0.19% | 68 |
|
|
2013
Q4 | $1.54M | Sell |
37,330
-1,283
| -3% | -$52.8K | 0.19% | 69 |
|
|
2013
Q3 | $1.59M | Buy |
38,613
+6,608
| +21% | +$272K | 0.21% | 65 |
|
|
2013
Q2 | $1.41M | Buy |
+32,005
| New | +$1.41M | 0.21% | 65 |
|