WG
Welch Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.5M | Buy |
767,455
+1,005
| +0.1% | +$92.3K | 2.95% | 8 |
|
|
2025
Q1 | $69.8M | Sell |
766,450
-13,896
| -2% | -$1.27M | 3.07% | 7 |
|
|
2024
Q4 | $64.3M | Sell |
780,346
-5,375
| -0.7% | -$443K | 2.9% | 8 |
|
|
2024
Q3 | $70.9M | Sell |
785,721
-3,560
| -0.5% | -$321K | 3.08% | 6 |
|
|
2024
Q2 | $61.2M | Buy |
789,281
+211
| +0% | +$16.4K | 2.94% | 8 |
|
|
2024
Q1 | $56.6M | Buy |
789,070
+11,248
| +1% | +$807K | 2.81% | 12 |
|
|
2023
Q4 | $54.5M | Buy |
777,822
+8,185
| +1% | +$574K | 2.94% | 10 |
|
|
2023
Q3 | $49.8M | Buy |
769,637
+8,329
| +1% | +$539K | 2.95% | 9 |
|
|
2023
Q2 | $53.5M | Buy |
761,308
+16,586
| +2% | +$1.17M | 3.07% | 7 |
|
|
2023
Q1 | $51.8M | Buy |
744,722
+19,820
| +3% | +$1.38M | 3.01% | 9 |
|
|
2022
Q4 | $51.8M | Buy |
724,902
+10,813
| +2% | +$772K | 2.96% | 10 |
|
|
2022
Q3 | $48.6M | Buy |
714,089
+4,909
| +0.7% | +$334K | 3.16% | 8 |
|
|
2022
Q2 | $50.6M | Buy |
709,180
+10,731
| +2% | +$765K | 3.09% | 7 |
|
|
2022
Q1 | $50.6M | Buy |
698,449
+14,692
| +2% | +$1.07M | 2.89% | 9 |
|
|
2021
Q4 | $46.9M | Buy |
683,757
+36,536
| +6% | +$2.51M | 2.74% | 12 |
|
|
2021
Q3 | $40.1M | Buy |
647,221
+8,846
| +1% | +$548K | 2.72% | 11 |
|
|
2021
Q2 | $38.6M | Buy |
638,375
+9,517
| +2% | +$576K | 2.63% | 17 |
|
|
2021
Q1 | $39.1M | Buy |
628,858
+15,970
| +3% | +$993K | 2.81% | 11 |
|
|
2020
Q4 | $37.7M | Sell |
612,888
-3,036
| -0.5% | -$187K | 3.02% | 9 |
|
|
2020
Q3 | $33.4M | Buy |
615,924
+19,631
| +3% | +$1.06M | 2.92% | 14 |
|
|
2020
Q2 | $30.9M | Buy |
596,293
+1,985
| +0.3% | +$103K | 2.89% | 16 |
|
|
2020
Q1 | $32.2M | Buy |
594,308
+47,991
| +9% | +$2.6M | 3.43% | 4 |
|
|
2019
Q4 | $34.8M | Sell |
546,317
-7,655
| -1% | -$488K | 3.42% | 2 |
|
|
2019
Q3 | $34.2M | Sell |
553,972
-23,748
| -4% | -$1.47M | 3.51% | 3 |
|
|
2019
Q2 | $31.9M | Sell |
577,720
-9,730
| -2% | -$538K | 3.41% | 3 |
|
|
2019
Q1 | $30.4M | Buy |
587,450
+9,533
| +2% | +$493K | 3.34% | 2 |
|
|
2018
Q4 | $25.4M | Sell |
577,917
-7,059
| -1% | -$310K | 3.11% | 11 |
|
|
2018
Q3 | $25.5K | Buy |
584,976
+8,224
| +1% | +$359 | 2.66% | 18 |
|
|
2018
Q2 | $26.7M | Buy |
576,752
+51,777
| +10% | +$2.4M | 3.33% | 5 |
|
|
2018
Q1 | $23.4M | Buy |
524,975
+144,024
| +38% | +$6.43M | 2.97% | 14 |
|
|
2017
Q4 | $18.3M | Buy |
380,951
+30,516
| +9% | +$1.47M | 2.84% | 17 |
|
|
2017
Q3 | $17.2M | Buy |
350,435
+1,215
| +0.3% | +$59.7K | 2.88% | 21 |
|
|
2017
Q2 | $16.7M | Buy |
349,220
+40,919
| +13% | +$1.96M | 2.79% | 21 |
|
|
2017
Q1 | $15.3M | Buy |
308,301
+12,250
| +4% | +$610K | 2.89% | 25 |
|
|
2016
Q4 | $14.6M | Buy |
296,051
+9,524
| +3% | +$468K | 2.85% | 22 |
|
|
2016
Q3 | $14.7M | Sell |
286,527
-8,273
| -3% | -$424K | 2.92% | 13 |
|
|
2016
Q2 | $15.8M | Sell |
294,800
-99,606
| -25% | -$5.34M | 3.22% | 8 |
|
|
2016
Q1 | $20.4M | Buy |
394,406
+7,702
| +2% | +$398K | 3.41% | 1 |
|
|
2015
Q4 | $18.1M | Buy |
386,704
+7,064
| +2% | +$331K | 3.25% | 6 |
|
|
2015
Q3 | $17M | Buy |
379,640
+15,310
| +4% | +$684K | 3.28% | 4 |
|
|
2015
Q2 | $15.3M | Buy |
364,330
+17,573
| +5% | +$736K | 2.89% | 15 |
|
|
2015
Q1 | $15.4K | Buy |
346,757
+5,763
| +2% | +$255 | 2.82% | 17 |
|
|
2014
Q4 | $16.7M | Buy |
340,994
+15,483
| +5% | +$760K | 3.23% | 6 |
|
|
2014
Q3 | $14.2M | Buy |
325,511
+10,910
| +3% | +$476K | 2.94% | 11 |
|
|
2014
Q2 | $14.3M | Buy |
314,601
+13,894
| +5% | +$631K | 2.96% | 9 |
|
|
2014
Q1 | $13.2M | Buy |
300,707
+37,562
| +14% | +$1.65M | 2.99% | 10 |
|
|
2013
Q4 | $10.8M | Buy |
263,145
+5,051
| +2% | +$208K | 2.45% | 27 |
|
|
2013
Q3 | $10.6M | Buy |
258,094
+18,128
| +8% | +$746K | 2.61% | 28 |
|
|
2013
Q2 | $10.6M | Buy |
+239,966
| New | +$10.6M | 2.75% | 24 |
|