WA
Waverly Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
226,234
+1,197
| +0.5% | +$110K | 0.23% | 91 |
|
|
2025
Q1 | $20.7M | Buy |
225,037
+5,675
| +3% | +$522K | 0.25% | 88 |
|
|
2024
Q4 | $18.1M | Buy |
219,362
+52,493
| +31% | +$4.32M | 0.28% | 74 |
|
|
2024
Q3 | $15M | Buy |
166,869
+6,044
| +4% | +$545K | 0.28% | 69 |
|
|
2024
Q2 | $12.5M | Buy |
160,825
+69,157
| +75% | +$5.36M | 0.24% | 81 |
|
|
2024
Q1 | $6.58M | Buy |
91,668
+16,685
| +22% | +$1.2M | 0.15% | 119 |
|
|
2023
Q4 | $5.26M | Sell |
74,983
-7,310
| -9% | -$513K | 0.2% | 80 |
|
|
2023
Q3 | $5.33M | Buy |
82,293
+6,473
| +9% | +$419K | 0.23% | 79 |
|
|
2023
Q2 | $5.33M | Buy |
75,820
+4,720
| +7% | +$332K | 0.23% | 75 |
|
|
2023
Q1 | $4.95M | Buy |
71,100
+4,346
| +7% | +$302K | 0.26% | 63 |
|
|
2022
Q4 | $4.77M | Buy |
66,754
+8,361
| +14% | +$597K | 0.26% | 59 |
|
|
2022
Q3 | $3.97M | Buy |
58,393
+17,210
| +42% | +$1.17M | 0.28% | 47 |
|
|
2022
Q2 | $2.94M | Buy |
41,183
+9,298
| +29% | +$663K | 0.27% | 45 |
|
|
2022
Q1 | $2.31M | Buy |
31,885
+790
| +3% | +$57.3K | 0.2% | 47 |
|
|
2021
Q4 | $2.08M | Sell |
31,095
-1,928
| -6% | -$129K | 0.18% | 49 |
|
|
2021
Q3 | $2.08M | Sell |
33,023
-70
| -0.2% | -$4.41K | 0.18% | 47 |
|
|
2021
Q2 | $2.17M | Buy |
33,093
+4,165
| +14% | +$273K | 0.2% | 43 |
|
|
2021
Q1 | $1.85M | Buy |
28,928
+9,711
| +51% | +$622K | 0.18% | 48 |
|
|
2020
Q4 | $1.18M | Buy |
19,217
+1,854
| +11% | +$114K | 0.12% | 62 |
|
|
2020
Q3 | $998K | Buy |
17,363
+74
| +0.4% | +$4.25K | 0.13% | 59 |
|
|
2020
Q2 | $951K | Sell |
17,289
-474
| -3% | -$26.1K | 0.12% | 63 |
|
|
2020
Q1 | $962K | Buy |
17,763
+365
| +2% | +$19.8K | 0.16% | 56 |
|
|
2019
Q4 | $1.2M | Sell |
17,398
-65
| -0.4% | -$4.48K | 0.16% | 56 |
|
|
2019
Q3 | $1.08M | Buy |
17,463
+1,101
| +7% | +$68K | 0.15% | 57 |
|
|
2019
Q2 | $904K | Sell |
16,362
-15,550
| -49% | -$859K | 0.13% | 58 |
|
|
2019
Q1 | $1.65M | Buy |
31,912
+734
| +2% | +$37.9K | 0.26% | 47 |
|
|
2018
Q4 | $1.37M | Buy |
31,178
+15,749
| +102% | +$692K | 0.24% | 46 |
|
|
2018
Q3 | $673K | Sell |
15,429
-1,387
| -8% | -$60.5K | 0.1% | 104 |
|
|
2018
Q2 | $779K | Buy |
16,816
+1,389
| +9% | +$64.3K | 0.12% | 94 |
|
|
2018
Q1 | $689K | Sell |
15,427
-20,323
| -57% | -$908K | 0.11% | 102 |
|
|
2017
Q4 | $1.72M | Buy |
35,750
+8,462
| +31% | +$407K | 0.25% | 60 |
|
|
2017
Q3 | $1.34M | Sell |
27,288
-2,374
| -8% | -$117K | 0.29% | 61 |
|
|
2017
Q2 | $1.42M | Sell |
29,662
-30
| -0.1% | -$1.44K | 0.36% | 48 |
|
|
2017
Q1 | $1.48M | Sell |
29,692
-477
| -2% | -$23.7K | 0.39% | 44 |
|
|
2016
Q4 | $1.48M | Buy |
30,169
+866
| +3% | +$42.6K | 0.55% | 25 |
|
|
2016
Q3 | $1.5M | Hold |
29,303
| – | – | 0.63% | 21 |
|
|
2016
Q2 | $1.57M | Buy |
29,303
+8,085
| +38% | +$434K | 0.71% | 19 |
|
|
2016
Q1 | $1.1M | Buy |
21,218
+876
| +4% | +$45.3K | 0.67% | 24 |
|
|
2015
Q4 | $952K | Sell |
20,342
-805
| -4% | -$37.7K | 0.41% | 26 |
|
|
2015
Q3 | $945K | Buy |
21,147
+4,285
| +25% | +$191K | 0.65% | 19 |
|
|
2015
Q2 | $707K | Buy |
16,862
+1,200
| +8% | +$50.3K | 0.43% | 23 |
|
|
2015
Q1 | $694K | Buy |
15,662
+500
| +3% | +$22.2K | 0.35% | 25 |
|
|
2014
Q4 | $745K | Buy |
15,162
+1,184
| +8% | +$58.2K | 0.37% | 26 |
|
|
2014
Q3 | $610K | Sell |
13,978
-19,459
| -58% | -$849K | 0.33% | 30 |
|
|
2014
Q2 | $1.52M | Buy |
33,437
+2,199
| +7% | +$99.8K | 0.63% | 19 |
|
|
2014
Q1 | $1.37M | Buy |
31,238
+3,670
| +13% | +$161K | 0.62% | 17 |
|
|
2013
Q4 | $1.13M | Buy |
27,568
+6,003
| +28% | +$247K | 0.4% | 24 |
|
|
2013
Q3 | $888K | Sell |
21,565
-858
| -4% | -$35.3K | 0.45% | 18 |
|
|
2013
Q2 | $990K | Buy |
+22,423
| New | +$990K | 0.57% | 16 |
|