Wells Fargo’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352M | Sell |
3,837,981
-159,647
| -4% | -$14.7M | 0.07% | 222 |
|
|
2025
Q1 | $368M | Buy |
3,997,628
+314,492
| +9% | +$28.9M | 0.08% | 209 |
|
|
2024
Q4 | $303M | Sell |
3,683,136
-4,024
| -0.1% | -$331K | 0.07% | 235 |
|
|
2024
Q3 | $333M | Sell |
3,687,160
-207,676
| -5% | -$18.7M | 0.08% | 214 |
|
|
2024
Q2 | $302M | Sell |
3,894,836
-24,208
| -0.6% | -$1.88M | 0.07% | 216 |
|
|
2024
Q1 | $281M | Sell |
3,919,044
-19,477
| -0.5% | -$1.4M | 0.07% | 232 |
|
|
2023
Q4 | $276M | Buy |
3,938,521
+63,791
| +2% | +$4.47M | 0.07% | 228 |
|
|
2023
Q3 | $251M | Sell |
3,874,730
-257,206
| -6% | -$16.6M | 0.07% | 224 |
|
|
2023
Q2 | $290M | Sell |
4,131,936
-115,538
| -3% | -$8.12M | 0.08% | 217 |
|
|
2023
Q1 | $296M | Sell |
4,247,474
-123,841
| -3% | -$8.62M | 0.09% | 213 |
|
|
2022
Q4 | $312M | Buy |
4,371,315
+157,495
| +4% | +$11.2M | 0.09% | 201 |
|
|
2022
Q3 | $287M | Sell |
4,213,820
-73,588
| -2% | -$5M | 0.09% | 194 |
|
|
2022
Q2 | $306M | Sell |
4,287,408
-592,402
| -12% | -$42.2M | 0.09% | 194 |
|
|
2022
Q1 | $354M | Buy |
4,879,810
+288,756
| +6% | +$20.9M | 0.09% | 197 |
|
|
2021
Q4 | $315M | Sell |
4,591,054
-787,702
| -15% | -$54M | 0.08% | 212 |
|
|
2021
Q3 | $333M | Buy |
5,378,756
+459,655
| +9% | +$28.5M | 0.07% | 255 |
|
|
2021
Q2 | $298M | Buy |
4,919,101
+184,479
| +4% | +$11.2M | 0.07% | 277 |
|
|
2021
Q1 | $294M | Sell |
4,734,622
-261,627
| -5% | -$16.3M | 0.07% | 277 |
|
|
2020
Q4 | $307M | Buy |
4,996,249
+165,243
| +3% | +$10.2M | 0.07% | 261 |
|
|
2020
Q3 | $262M | Sell |
4,831,006
-3,129,077
| -39% | -$170M | 0.07% | 259 |
|
|
2020
Q2 | $413M | Sell |
7,960,083
-47,543
| -0.6% | -$2.47M | 0.12% | 169 |
|
|
2020
Q1 | $434M | Sell |
8,007,626
-390,135
| -5% | -$21.1M | 0.15% | 150 |
|
|
2019
Q4 | $535M | Sell |
8,397,761
-138,005
| -2% | -$8.79M | 0.14% | 144 |
|
|
2019
Q3 | $527M | Sell |
8,535,766
-149,108
| -2% | -$9.21M | 0.15% | 142 |
|
|
2019
Q2 | $480M | Sell |
8,684,874
-172,402
| -2% | -$9.53M | 0.14% | 152 |
|
|
2019
Q1 | $458M | Buy |
8,857,276
+314,549
| +4% | +$16.3M | 0.14% | 154 |
|
|
2018
Q4 | $375M | Buy |
8,542,727
+33,471
| +0.4% | +$1.47M | 0.12% | 161 |
|
|
2018
Q3 | $371M | Sell |
8,509,256
-146,161
| -2% | -$6.37M | 0.1% | 193 |
|
|
2018
Q2 | $401M | Sell |
8,655,417
-690,666
| -7% | -$32M | 0.12% | 171 |
|
|
2018
Q1 | $417M | Sell |
9,346,083
-1,587,682
| -15% | -$70.9M | 0.12% | 165 |
|
|
2017
Q4 | $526M | Buy |
10,933,765
+370,302
| +4% | +$17.8M | 0.15% | 149 |
|
|
2017
Q3 | $519M | Sell |
10,563,463
-2,782,671
| -21% | -$137M | 0.16% | 142 |
|
|
2017
Q2 | $639M | Sell |
13,346,134
-604,539
| -4% | -$28.9M | 0.21% | 104 |
|
|
2017
Q1 | $694M | Sell |
13,950,673
-1,855,511
| -12% | -$92.4M | 0.23% | 94 |
|
|
2016
Q4 | $778M | Buy |
15,806,184
+3,585,549
| +29% | +$176M | 0.27% | 77 |
|
|
2016
Q3 | $627M | Buy |
12,220,635
+2,099,472
| +21% | +$108M | 0.23% | 91 |
|
|
2016
Q2 | $543M | Buy |
10,121,163
+549,960
| +6% | +$29.5M | 0.21% | 112 |
|
|
2016
Q1 | $495M | Buy |
9,571,203
+206,484
| +2% | +$10.7M | 0.2% | 119 |
|
|
2015
Q4 | $438M | Buy |
9,364,719
+253,648
| +3% | +$11.9M | 0.17% | 129 |
|
|
2015
Q3 | $407M | Buy |
9,111,071
+202,267
| +2% | +$9.04M | 0.17% | 133 |
|
|
2015
Q2 | $373M | Buy |
8,908,804
+249,051
| +3% | +$10.4M | 0.14% | 165 |
|
|
2015
Q1 | $383M | Sell |
8,659,753
-37,253
| -0.4% | -$1.65M | 0.15% | 164 |
|
|
2014
Q4 | $427M | Buy |
8,697,006
+246,169
| +3% | +$12.1M | 0.17% | 147 |
|
|
2014
Q3 | $369M | Buy |
8,450,837
+506,552
| +6% | +$22.1M | 0.15% | 158 |
|
|
2014
Q2 | $361M | Buy |
7,944,285
+86,348
| +1% | +$3.92M | 0.15% | 169 |
|
|
2014
Q1 | $345M | Buy |
7,857,937
+9,405
| +0.1% | +$413K | 0.15% | 170 |
|
|
2013
Q4 | $323M | Buy |
7,848,532
+57,816
| +0.7% | +$2.38M | 0.14% | 177 |
|
|
2013
Q3 | $321M | Buy |
7,790,716
+556,003
| +8% | +$22.9M | 0.15% | 167 |
|
|
2013
Q2 | $319M | Buy |
+7,234,713
| New | +$319M | 0.17% | 151 |
|