Wilmington Savings Fund Society’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 | $1.72M | Buy |
18,702
+503
| +3% | +$46.2K | 0.03% | 326 |
|
|
2025
Q1 | $1.67M | Sell |
18,199
-1,471
| -7% | -$135K | 0.03% | 333 |
|
|
2024
Q4 | $1.62M | Sell |
19,670
-6,514
| -25% | -$536K | 0.03% | 338 |
|
|
2024
Q3 | $2.36M | Buy |
+26,184
| New | +$2.36M | 0.04% | 284 |
|
|
2021
Q1 | – | Sell |
-3,299
| Closed | -$203K | – | 377 |
|
|
2020
Q4 | $203K | Sell |
3,299
-1,115
| -25% | -$68.6K | 0.01% | 353 |
|
|
2020
Q3 | $239K | Buy |
+4,414
| New | +$239K | 0.01% | 325 |
|
|
2019
Q4 | – | Sell |
-3,346
| Closed | -$207K | – | 349 |
|
|
2019
Q3 | $207K | Sell |
3,346
-2,527
| -43% | -$156K | 0.01% | 320 |
|
|
2019
Q2 | $324K | Sell |
5,873
-88
| -1% | -$4.86K | 0.02% | 289 |
|
|
2019
Q1 | $308K | Sell |
5,961
-433
| -7% | -$22.4K | 0.02% | 297 |
|
|
2018
Q4 | $281K | Sell |
6,394
-45
| -0.7% | -$1.98K | 0.02% | 298 |
|
|
2018
Q3 | $280K | Sell |
6,439
-248
| -4% | -$10.8K | 0.01% | 313 |
|
|
2018
Q2 | $309K | Buy |
6,687
+115
| +2% | +$5.31K | 0.02% | 300 |
|
|
2018
Q1 | $294K | Buy |
6,572
+146
| +2% | +$6.53K | 0.02% | 291 |
|
|
2017
Q4 | $309K | Sell |
6,426
-12,436
| -66% | -$598K | 0.02% | 286 |
|
|
2017
Q3 | $927K | Buy |
18,862
+12,231
| +184% | +$601K | 0.05% | 209 |
|
|
2017
Q2 | $318K | Sell |
6,631
-482
| -7% | -$23.1K | 0.02% | 275 |
|
|
2017
Q1 | $354K | Sell |
7,113
-217
| -3% | -$10.8K | 0.02% | 258 |
|
|
2016
Q4 | $360K | Sell |
7,330
-943
| -11% | -$46.3K | 0.02% | 256 |
|
|
2016
Q3 | $424K | Sell |
8,273
-300
| -3% | -$15.4K | 0.03% | 247 |
|
|
2016
Q2 | $460K | Sell |
8,573
-1,000
| -10% | -$53.7K | 0.03% | 244 |
|
|
2016
Q1 | $495K | Buy |
9,573
+1,450
| +18% | +$75K | 0.03% | 239 |
|
|
2015
Q4 | $380K | Hold |
8,123
| – | – | 0.02% | 262 |
|
|
2015
Q3 | $363K | Hold |
8,123
| – | – | 0.02% | 263 |
|
|
2015
Q2 | $340K | Sell |
8,123
-1,500
| -16% | -$62.8K | 0.02% | 279 |
|
|
2015
Q1 | $427K | Sell |
9,623
-500
| -5% | -$22.2K | 0.02% | 264 |
|
|
2014
Q4 | $497K | Sell |
10,123
-100
| -1% | -$4.91K | 0.03% | 258 |
|
|
2014
Q3 | $446K | Buy |
10,223
+950
| +10% | +$41.4K | 0.03% | 264 |
|
|
2014
Q2 | $421K | Hold |
9,273
| – | – | 0.02% | 282 |
|
|
2014
Q1 | $408K | Buy |
9,273
+800
| +9% | +$35.2K | 0.02% | 290 |
|
|
2013
Q4 | $348K | Buy |
8,473
+2,226
| +36% | +$91.4K | 0.02% | 306 |
|
|
2013
Q3 | $257K | Sell |
6,247
-740
| -11% | -$30.4K | 0.02% | 340 |
|
|
2013
Q2 | $309K | Buy |
+6,987
| New | +$309K | 0.02% | 312 |
|