Waverly Advisors’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 | $20.8M | Buy |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $18.1M | Buy |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $6.58M | Buy |
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|
2023
Q4 | $5.26M | Sell |
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|
2023
Q3 | $5.33M | Buy |
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|
2023
Q2 | $5.33M | Buy |
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|
2023
Q1 | $4.95M | Buy |
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $3.97M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $998K | Buy |
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|
2020
Q2 | $951K | Sell |
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|
2020
Q1 | $962K | Buy |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $904K | Sell |
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|
2019
Q1 | $1.65M | Buy |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $673K | Sell |
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|
2018
Q2 | $779K | Buy |
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|
2018
Q1 | $689K | Sell |
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|
2017
Q4 | $1.72M | Buy |
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|
2017
Q3 | $1.34M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.48M | Sell |
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|
2016
Q4 | $1.48M | Buy |
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|
2016
Q3 | $1.5M | Hold |
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|
2016
Q2 | $1.57M | Buy |
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|
2016
Q1 | $1.1M | Buy |
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|
2015
Q4 | $952K | Sell |
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|
2015
Q3 | $945K | Buy |
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|
2015
Q2 | $707K | Buy |
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|
2015
Q1 | $694K | Buy |
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|
2014
Q4 | $745K | Buy |
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|
2014
Q3 | $610K | Sell |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.37M | Buy |
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|
2013
Q4 | $1.13M | Buy |
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|
2013
Q3 | $888K | Sell |
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|
2013
Q2 | $990K | Buy |
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