Westpac Banking Corp’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 | $254K | Hold |
2,770
| – | – | 0.02% | 321 |
|
|
2025
Q1 | $255K | Sell |
2,770
-19,667
| -88% | -$1.81M | 0.02% | 308 |
|
|
2024
Q4 | $1.85M | Buy |
22,437
+2,700
| +14% | +$222K | 0.12% | 167 |
|
|
2024
Q3 | $1.78M | Hold |
19,737
| – | – | 0.12% | 174 |
|
|
2024
Q2 | $1.53M | Hold |
19,737
| – | – | 0.12% | 158 |
|
|
2024
Q1 | $1.42M | Buy |
19,737
+1,015
| +5% | +$72.8K | 0.11% | 180 |
|
|
2023
Q4 | $1.31M | Buy |
18,722
+1,354
| +8% | +$94.9K | 0.11% | 177 |
|
|
2023
Q3 | $1.12M | Sell |
17,368
-100
| -0.6% | -$6.47K | 0.08% | 210 |
|
|
2023
Q2 | $1.23M | Sell |
17,468
-93,756
| -84% | -$6.59M | 0.09% | 241 |
|
|
2023
Q1 | $7.74M | Buy |
111,224
+6,412
| +6% | +$446K | 0.1% | 252 |
|
|
2022
Q4 | $7.48M | Buy |
104,812
+3,282
| +3% | +$234K | 0.11% | 245 |
|
|
2022
Q3 | $6.9M | Buy |
101,530
+5,504
| +6% | +$374K | 0.11% | 255 |
|
|
2022
Q2 | $6.85M | Sell |
96,026
-803
| -0.8% | -$57.3K | 0.09% | 300 |
|
|
2022
Q1 | $7.02M | Sell |
96,829
-2,754
| -3% | -$200K | 0.08% | 316 |
|
|
2021
Q4 | $6.83M | Sell |
99,583
-13,523
| -12% | -$927K | 0.07% | 339 |
|
|
2021
Q3 | $7.01M | Sell |
113,106
-7,365
| -6% | -$456K | 0.07% | 340 |
|
|
2021
Q2 | $7.29M | Buy |
120,471
+1,085
| +0.9% | +$65.7K | 0.07% | 347 |
|
|
2021
Q1 | $7.42M | Hold |
119,386
| – | – | 0.08% | 311 |
|
|
2020
Q4 | $7.33M | Buy |
119,386
+30,385
| +34% | +$1.87M | 0.08% | 309 |
|
|
2020
Q3 | $4.83M | Buy |
89,001
+10,466
| +13% | +$567K | 0.07% | 361 |
|
|
2020
Q2 | $4.07M | Sell |
78,535
-9,985
| -11% | -$518K | 0.06% | 387 |
|
|
2020
Q1 | $4.79M | Hold |
88,520
| – | – | 0.08% | 295 |
|
|
2019
Q4 | $5.64M | Hold |
88,520
| – | – | 0.07% | 361 |
|
|
2019
Q3 | $5.47M | Hold |
88,520
| – | – | 0.08% | 345 |
|
|
2019
Q2 | $4.89M | Buy |
88,520
+12,428
| +16% | +$687K | 0.07% | 319 |
|
|
2019
Q1 | $3.93M | Hold |
76,092
| – | – | 0.06% | 342 |
|
|
2018
Q4 | $3.34M | Buy |
76,092
+11,022
| +17% | +$484K | 0.06% | 382 |
|
|
2018
Q3 | $2.84M | Hold |
65,070
| – | – | 0.05% | 390 |
|
|
2018
Q2 | $3.01M | Hold |
65,070
| – | – | 0.06% | 347 |
|
|
2018
Q1 | $2.91M | Hold |
65,070
| – | – | 0.06% | 343 |
|
|
2017
Q4 | $3.13M | Buy |
65,070
+740
| +1% | +$35.6K | 0.07% | 323 |
|
|
2017
Q3 | $3.16M | Sell |
64,330
-2,083
| -3% | -$102K | 0.07% | 340 |
|
|
2017
Q2 | $3.18M | Buy |
66,413
+770
| +1% | +$36.9K | 0.07% | 335 |
|
|
2017
Q1 | $3.27M | Hold |
65,643
| – | – | 0.03% | 487 |
|
|
2016
Q4 | $3.21M | Buy |
65,643
+9,360
| +17% | +$457K | 0.03% | 431 |
|
|
2016
Q3 | $2.89M | Buy |
56,283
+1,783
| +3% | +$91.5K | 0.03% | 409 |
|
|
2016
Q2 | $2.92M | Buy |
54,500
+16,230
| +42% | +$870K | 0.03% | 456 |
|
|
2016
Q1 | $1.98M | Buy |
38,270
+374
| +1% | +$19.3K | 0.02% | 465 |
|
|
2015
Q4 | $1.77M | Sell |
37,896
-303
| -0.8% | -$14.2K | 0.02% | 472 |
|
|
2015
Q3 | $1.71M | Buy |
38,199
+32,395
| +558% | +$1.45M | 0.02% | 463 |
|
|
2015
Q2 | $243K | Sell |
5,804
-47,337
| -89% | -$1.98M | ﹤0.01% | 643 |
|
|
2015
Q1 | $2.64M | Sell |
53,141
-4,597
| -8% | -$229K | 0.02% | 470 |
|
|
2014
Q4 | $2.84M | Sell |
57,738
-1,400
| -2% | -$68.8K | 0.03% | 451 |
|
|
2014
Q3 | $2.58M | Sell |
59,138
-1,834
| -3% | -$80.1K | 0.03% | 450 |
|
|
2014
Q2 | $2.77M | Buy |
60,972
+1,517
| +3% | +$68.8K | 0.03% | 461 |
|
|
2014
Q1 | $2.61M | Buy |
59,455
+4,804
| +9% | +$211K | 0.03% | 435 |
|
|
2013
Q4 | $2.25M | Sell |
54,651
-2,200
| -4% | -$90.4K | 0.03% | 466 |
|
|
2013
Q3 | $2.34M | Sell |
56,851
-2,653
| -4% | -$109K | 0.03% | 419 |
|
|
2013
Q2 | $2.68M | Buy |
+59,504
| New | +$2.68M | 0.04% | 370 |
|