Wedbush Securities’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 | $2.06M | Buy |
22,390
+697
| +3% | +$64K | 0.07% | 203 |
|
|
2025
Q1 | $2M | Buy |
21,693
+413
| +2% | +$38K | 0.07% | 200 |
|
|
2024
Q4 | $1.75M | Buy |
21,280
+488
| +2% | +$40.2K | 0.06% | 224 |
|
|
2024
Q3 | $1.88M | Sell |
20,792
-2,250
| -10% | -$203K | 0.07% | 202 |
|
|
2024
Q2 | $1.79M | Buy |
23,042
+1,119
| +5% | +$86.8K | 0.06% | 219 |
|
|
2024
Q1 | $1.57M | Buy |
21,923
+2,282
| +12% | +$164K | 0.06% | 259 |
|
|
2023
Q4 | $1.38M | Buy |
19,641
+268
| +1% | +$18.8K | 0.06% | 250 |
|
|
2023
Q3 | $1.25M | Buy |
19,373
+608
| +3% | +$39.4K | 0.06% | 248 |
|
|
2023
Q2 | $1.32M | Buy |
18,765
+225
| +1% | +$15.8K | 0.06% | 249 |
|
|
2023
Q1 | $1.29M | Buy |
18,540
+532
| +3% | +$37K | 0.06% | 255 |
|
|
2022
Q4 | $1.29M | Buy |
18,008
+406
| +2% | +$29K | 0.07% | 243 |
|
|
2022
Q3 | $1.2M | Sell |
17,602
-3,841
| -18% | -$261K | 0.07% | 239 |
|
|
2022
Q2 | $1.53M | Buy |
21,443
+753
| +4% | +$53.7K | 0.08% | 193 |
|
|
2022
Q1 | $1.5M | Sell |
20,690
-929
| -4% | -$67.4K | 0.07% | 243 |
|
|
2021
Q4 | $1.48M | Sell |
21,619
-4,603
| -18% | -$316K | 0.06% | 257 |
|
|
2021
Q3 | $1.63M | Buy |
26,222
+240
| +0.9% | +$14.9K | 0.08% | 228 |
|
|
2021
Q2 | $1.57M | Buy |
25,982
+4,320
| +20% | +$261K | 0.07% | 244 |
|
|
2021
Q1 | $1.35M | Buy |
21,662
+1,506
| +7% | +$93.6K | 0.07% | 256 |
|
|
2020
Q4 | $1.24M | Buy |
20,156
+5,304
| +36% | +$326K | 0.11% | 198 |
|
|
2020
Q3 | $805K | Sell |
14,852
-5,554
| -27% | -$301K | 0.08% | 273 |
|
|
2020
Q2 | $1.06M | Sell |
20,406
-2,171
| -10% | -$113K | 0.1% | 209 |
|
|
2020
Q1 | $1.22M | Sell |
22,577
-2,001
| -8% | -$108K | 0.15% | 145 |
|
|
2019
Q4 | $1.57M | Sell |
24,578
-9,051
| -27% | -$577K | 0.14% | 167 |
|
|
2019
Q3 | $2.08M | Buy |
33,629
+440
| +1% | +$27.2K | 0.2% | 112 |
|
|
2019
Q2 | $1.84M | Buy |
33,189
+648
| +2% | +$35.8K | 0.18% | 129 |
|
|
2019
Q1 | $1.68M | Buy |
32,541
+256
| +0.8% | +$13.2K | 0.18% | 125 |
|
|
2018
Q4 | $1.42M | Buy |
32,285
+1,668
| +5% | +$73.3K | 0.18% | 131 |
|
|
2018
Q3 | $1.34M | Buy |
30,617
+99
| +0.3% | +$4.32K | 0.15% | 149 |
|
|
2018
Q2 | $1.41M | Sell |
30,518
-1,972
| -6% | -$91.3K | 0.18% | 133 |
|
|
2018
Q1 | $1.45M | Buy |
32,490
+201
| +0.6% | +$8.98K | 0.19% | 123 |
|
|
2017
Q4 | $1.55M | Sell |
32,289
-2,001
| -6% | -$96.2K | 0.19% | 115 |
|
|
2017
Q3 | $1.69M | Buy |
34,290
+3,276
| +11% | +$161K | 0.22% | 94 |
|
|
2017
Q2 | $1.49M | Sell |
31,014
-549
| -2% | -$26.3K | 0.19% | 110 |
|
|
2017
Q1 | $1.57M | Buy |
31,563
+772
| +3% | +$38.4K | 0.21% | 95 |
|
|
2016
Q4 | $1.52M | Buy |
30,791
+1,002
| +3% | +$49.3K | 0.22% | 87 |
|
|
2016
Q3 | $1.53M | Buy |
29,789
+6,418
| +27% | +$329K | 0.23% | 84 |
|
|
2016
Q2 | $1.25M | Sell |
23,371
-59
| -0.3% | -$3.16K | 0.21% | 107 |
|
|
2016
Q1 | $1.21M | Sell |
23,430
-1,239
| -5% | -$64.1K | 0.21% | 106 |
|
|
2015
Q4 | $1.15M | Buy |
24,669
+2,994
| +14% | +$140K | 0.21% | 105 |
|
|
2015
Q3 | $969K | Sell |
21,675
-27
| -0.1% | -$1.21K | 0.19% | 119 |
|
|
2015
Q2 | $909K | Buy |
21,702
+366
| +2% | +$15.3K | 0.17% | 142 |
|
|
2015
Q1 | $945K | Buy |
21,336
+3,548
| +20% | +$157K | 0.16% | 142 |
|
|
2014
Q4 | $874K | Sell |
17,788
-2,125
| -11% | -$104K | 0.13% | 149 |
|
|
2014
Q3 | $869K | Buy |
19,913
+2,150
| +12% | +$93.8K | 0.14% | 149 |
|
|
2014
Q2 | $806K | Sell |
17,763
-7,842
| -31% | -$356K | 0.13% | 162 |
|
|
2014
Q1 | $1.13M | Sell |
25,605
-4,155
| -14% | -$183K | 0.2% | 119 |
|
|
2013
Q4 | $1.22M | Sell |
29,760
-14,093
| -32% | -$579K | 0.29% | 87 |
|
|
2013
Q3 | $1.81M | Buy |
43,853
+1,432
| +3% | +$59K | 0.48% | 53 |
|
|
2013
Q2 | $1.87M | Buy |
+42,421
| New | +$1.87M | 0.51% | 45 |
|