William Blair & Company’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 | $9.42M | Buy |
102,596
+795
| +0.8% | +$73K | 0.03% | 358 |
|
|
2025
Q1 | $9.36M | Sell |
101,801
-1,426
| -1% | -$131K | 0.03% | 343 |
|
|
2024
Q4 | $8.5M | Sell |
103,227
-1,055
| -1% | -$86.8K | 0.02% | 365 |
|
|
2024
Q3 | $9.4M | Buy |
104,282
+3,870
| +4% | +$349K | 0.03% | 353 |
|
|
2024
Q2 | $7.79M | Buy |
100,412
+8,514
| +9% | +$660K | 0.02% | 378 |
|
|
2024
Q1 | $6.59M | Buy |
91,898
+1,415
| +2% | +$102K | 0.02% | 408 |
|
|
2023
Q4 | $6.34M | Buy |
90,483
+898
| +1% | +$63K | 0.02% | 403 |
|
|
2023
Q3 | $5.8M | Sell |
89,585
-1,360
| -1% | -$88K | 0.02% | 404 |
|
|
2023
Q2 | $6.39M | Buy |
90,945
+758
| +0.8% | +$53.3K | 0.02% | 397 |
|
|
2023
Q1 | $6.28M | Sell |
90,187
-1,798
| -2% | -$125K | 0.03% | 393 |
|
|
2022
Q4 | $6.57M | Sell |
91,985
-3,835
| -4% | -$274K | 0.03% | 376 |
|
|
2022
Q3 | $6.52M | Buy |
95,820
+19
| +0% | +$1.29K | 0.03% | 364 |
|
|
2022
Q2 | $6.83M | Buy |
95,801
+1,219
| +1% | +$86.9K | 0.03% | 353 |
|
|
2022
Q1 | $6.86M | Sell |
94,582
-603
| -0.6% | -$43.7K | 0.02% | 395 |
|
|
2021
Q4 | $6.53M | Buy |
95,185
+3,564
| +4% | +$244K | 0.02% | 429 |
|
|
2021
Q3 | $5.68M | Buy |
91,621
+1,850
| +2% | +$115K | 0.02% | 430 |
|
|
2021
Q2 | $5.43M | Buy |
89,771
+108
| +0.1% | +$6.54K | 0.02% | 441 |
|
|
2021
Q1 | $5.57M | Sell |
89,663
-2,489
| -3% | -$155K | 0.02% | 433 |
|
|
2020
Q4 | $5.66M | Buy |
92,152
+8,307
| +10% | +$510K | 0.02% | 413 |
|
|
2020
Q3 | $4.55M | Buy |
83,845
+10,771
| +15% | +$584K | 0.02% | 420 |
|
|
2020
Q2 | $3.79M | Buy |
73,074
+125
| +0.2% | +$6.48K | 0.02% | 437 |
|
|
2020
Q1 | $3.95M | Buy |
72,949
+3,004
| +4% | +$163K | 0.02% | 381 |
|
|
2019
Q4 | $4.46M | Buy |
69,945
+11,973
| +21% | +$763K | 0.02% | 419 |
|
|
2019
Q3 | $3.58M | Sell |
57,972
-1,677
| -3% | -$104K | 0.02% | 451 |
|
|
2019
Q2 | $3.3M | Sell |
59,649
-2,135
| -3% | -$118K | 0.02% | 464 |
|
|
2019
Q1 | $3.19M | Buy |
61,784
+2,076
| +3% | +$107K | 0.02% | 446 |
|
|
2018
Q4 | $2.62M | Buy |
59,708
+1,306
| +2% | +$57.4K | 0.02% | 464 |
|
|
2018
Q3 | $2.55M | Sell |
58,402
-2,155
| -4% | -$93.9K | 0.02% | 498 |
|
|
2018
Q2 | $2.8M | Buy |
60,557
+633
| +1% | +$29.3K | 0.02% | 488 |
|
|
2018
Q1 | $2.68M | Sell |
59,924
-12,543
| -17% | -$560K | 0.02% | 490 |
|
|
2017
Q4 | $3.49M | Buy |
72,467
+7,623
| +12% | +$367K | 0.02% | 439 |
|
|
2017
Q3 | $3.19M | Buy |
64,844
+1,841
| +3% | +$90.5K | 0.02% | 442 |
|
|
2017
Q2 | $3.02M | Buy |
63,003
+8,327
| +15% | +$399K | 0.02% | 468 |
|
|
2017
Q1 | $2.77M | Buy |
54,676
+4,899
| +10% | +$248K | 0.02% | 463 |
|
|
2016
Q4 | $2.45M | Buy |
49,777
+1,289
| +3% | +$63.4K | 0.02% | 452 |
|
|
2016
Q3 | $2.49M | Buy |
48,488
+5,260
| +12% | +$270K | 0.02% | 446 |
|
|
2016
Q2 | $2.32M | Buy |
43,228
+2,945
| +7% | +$158K | 0.02% | 442 |
|
|
2016
Q1 | $2.08M | Sell |
40,283
-3,566
| -8% | -$184K | 0.02% | 445 |
|
|
2015
Q4 | $2.05M | Sell |
43,849
-53
| -0.1% | -$2.48K | 0.02% | 467 |
|
|
2015
Q3 | $1.96M | Buy |
43,902
+4,515
| +11% | +$202K | 0.02% | 535 |
|
|
2015
Q2 | $1.65M | Buy |
39,387
+4,286
| +12% | +$180K | ﹤0.01% | 1408 |
|
|
2015
Q1 | $1.55M | Sell |
35,101
-1,152
| -3% | -$51K | ﹤0.01% | 1407 |
|
|
2014
Q4 | $1.78M | Buy |
36,253
+398
| +1% | +$19.5K | ﹤0.01% | 1320 |
|
|
2014
Q3 | $1.57M | Sell |
35,855
-6,490
| -15% | -$283K | ﹤0.01% | 1340 |
|
|
2014
Q2 | $1.92M | Sell |
42,345
-4,599
| -10% | -$209K | ﹤0.01% | 1250 |
|
|
2014
Q1 | $2.06M | Buy |
46,944
+969
| +2% | +$42.6K | ﹤0.01% | 1191 |
|
|
2013
Q4 | $1.89M | Sell |
45,975
-8,561
| -16% | -$352K | ﹤0.01% | 1192 |
|
|
2013
Q3 | $2.25M | Sell |
54,536
-1,823
| -3% | -$75K | ﹤0.01% | 1097 |
|
|
2013
Q2 | $2.49M | Buy |
+56,359
| New | +$2.49M | ﹤0.01% | 1020 |
|