WorldQuant Millennium Advisors’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 | $6.31M | Buy |
68,666
+50,057
| +269% | +$4.6M | 0.03% | 293 |
|
|
2025
Q1 | $1.71M | Buy |
+18,609
| New | +$1.71M | 0.01% | 357 |
|
|
2024
Q4 | – | Sell |
-35,205
| Closed | -$3.17M | – | 503 |
|
|
2024
Q3 | $3.17M | Buy |
+35,205
| New | +$3.17M | 0.02% | 315 |
|
|
2023
Q1 | – | Sell |
-53,204
| Closed | -$3.8M | – | 405 |
|
|
2022
Q4 | $3.8M | Sell |
53,204
-73,365
| -58% | -$5.24M | 0.09% | 217 |
|
|
2022
Q3 | $8.61M | Buy |
+126,569
| New | +$8.61M | 0.21% | 143 |
|
|
2021
Q4 | – | Sell |
-18,364
| Closed | -$1.14M | – | 377 |
|
|
2021
Q3 | $1.14M | Hold |
18,364
| – | – | 0.02% | 275 |
|
|
2021
Q2 | $1.11M | Hold |
18,364
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $1.14M | Hold |
18,364
| – | – | 0.02% | 314 |
|
|
2020
Q4 | $1.13M | Hold |
18,364
| – | – | 0.02% | 318 |
|
|
2020
Q3 | $996K | Buy |
18,364
+1,526
| +9% | +$82.8K | 0.02% | 305 |
|
|
2020
Q2 | $873K | Sell |
16,838
-27,776
| -62% | -$1.44M | 0.02% | 317 |
|
|
2020
Q1 | $2.42M | Sell |
44,614
-5,364
| -11% | -$290K | 0.06% | 258 |
|
|
2019
Q4 | $3.18M | Sell |
49,978
-30,677
| -38% | -$1.95M | 0.06% | 249 |
|
|
2019
Q3 | $4.98M | Sell |
80,655
-3,446
| -4% | -$213K | 0.1% | 205 |
|
|
2019
Q2 | $4.65M | Buy |
84,101
+14,357
| +21% | +$794K | 0.09% | 192 |
|
|
2019
Q1 | $3.6M | Buy |
69,744
+7,267
| +12% | +$376K | 0.09% | 194 |
|
|
2018
Q4 | $2.74M | Buy |
62,477
+20,556
| +49% | +$903K | 0.08% | 208 |
|
|
2018
Q3 | $1.83M | Buy |
41,921
+1,403
| +3% | +$61.2K | 0.06% | 215 |
|
|
2018
Q2 | $1.88M | Buy |
+40,518
| New | +$1.88M | 0.07% | 204 |
|