Westwood Holdings Group’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
Q3 | $65.4M | Sell |
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|
2025
Q2 | $68.9M | Sell |
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|
2025
Q1 | $79.9M | Sell |
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|
2024
Q4 | $73.8M | Buy |
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|
2024
Q3 | $4.38M | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $30K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $12K | Sell |
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|
2016
Q1 | $31.9M | Sell |
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|
2015
Q4 | $59.4M | Buy |
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|
2015
Q3 | $56.1M | Buy |
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|
2015
Q2 | $52.1M | Sell |
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|
2015
Q1 | $56.4M | Buy |
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|
2014
Q4 | $55.1M | Sell |
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|
2014
Q3 | $49.6M | Buy |
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|
2014
Q2 | $46.3M | Buy |
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|
2014
Q1 | $38.3M | Buy |
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|
2013
Q4 | $35.8M | Buy |
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|
2013
Q3 | $29.8M | Sell |
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|
2013
Q2 | $41.1M | Buy |
|