Wells Fargo’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 | $352M | Sell |
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|
2025
Q1 | $368M | Buy |
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|
2024
Q4 | $303M | Sell |
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|
2024
Q3 | $333M | Sell |
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|
2024
Q2 | $302M | Sell |
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|
2024
Q1 | $281M | Sell |
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|
2023
Q4 | $276M | Buy |
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|
2023
Q3 | $251M | Sell |
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|
2023
Q2 | $290M | Sell |
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|
2023
Q1 | $296M | Sell |
|
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|
2022
Q4 | $312M | Buy |
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|
2022
Q3 | $287M | Sell |
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|
2022
Q2 | $306M | Sell |
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|
2022
Q1 | $354M | Buy |
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|
2021
Q4 | $315M | Sell |
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|
2021
Q3 | $333M | Buy |
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|
2021
Q2 | $298M | Buy |
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|
2021
Q1 | $294M | Sell |
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|
2020
Q4 | $307M | Buy |
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|
2020
Q3 | $262M | Sell |
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|
2020
Q2 | $413M | Sell |
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|
2020
Q1 | $434M | Sell |
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|
2019
Q4 | $535M | Sell |
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|
2019
Q3 | $527M | Sell |
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|
2019
Q2 | $480M | Sell |
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|
2019
Q1 | $458M | Buy |
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|
2018
Q4 | $375M | Buy |
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|
2018
Q3 | $371M | Sell |
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|
2018
Q2 | $401M | Sell |
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|
2018
Q1 | $417M | Sell |
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|
2017
Q4 | $526M | Buy |
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|
2017
Q3 | $519M | Sell |
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|
2017
Q2 | $639M | Sell |
|
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|
2017
Q1 | $694M | Sell |
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|
2016
Q4 | $778M | Buy |
|
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|
2016
Q3 | $627M | Buy |
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|
2016
Q2 | $543M | Buy |
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|
2016
Q1 | $495M | Buy |
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|
2015
Q4 | $438M | Buy |
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|
2015
Q3 | $407M | Buy |
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|
2015
Q2 | $373M | Buy |
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|
2015
Q1 | $383M | Sell |
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|
2014
Q4 | $427M | Buy |
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|
2014
Q3 | $369M | Buy |
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|
2014
Q2 | $361M | Buy |
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|
2014
Q1 | $345M | Buy |
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|
2013
Q4 | $323M | Buy |
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|
2013
Q3 | $321M | Buy |
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|
2013
Q2 | $319M | Buy |
|