ZIM
Zacks Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Buy |
1,312,546
+11,844
| +0.9% | +$1.09M | 1.03% | 22 |
|
|
2025
Q1 | $120M | Buy |
1,300,702
+16,201
| +1% | +$1.49M | 1.12% | 21 |
|
|
2024
Q4 | $106M | Sell |
1,284,501
-142,503
| -10% | -$11.7M | 0.98% | 24 |
|
|
2024
Q3 | $129M | Buy |
1,427,004
+141,447
| +11% | +$12.8M | 1.12% | 23 |
|
|
2024
Q2 | $99.7M | Buy |
1,285,557
+47,632
| +4% | +$3.69M | 1.12% | 23 |
|
|
2024
Q1 | $88.8M | Buy |
1,237,925
+34,340
| +3% | +$2.46M | 0.95% | 27 |
|
|
2023
Q4 | $84.4M | Sell |
1,203,585
-32,433
| -3% | -$2.27M | 1.04% | 26 |
|
|
2023
Q3 | $80M | Buy |
1,236,018
+4,306
| +0.3% | +$279K | 1.04% | 26 |
|
|
2023
Q2 | $86.5M | Buy |
1,231,712
+9,848
| +0.8% | +$692K | 1.09% | 24 |
|
|
2023
Q1 | $85M | Buy |
1,221,864
+44,555
| +4% | +$3.1M | 1.14% | 23 |
|
|
2022
Q4 | $84.1M | Buy |
1,177,309
+43,735
| +4% | +$3.12M | 1.17% | 20 |
|
|
2022
Q3 | $77.1M | Buy |
1,133,574
+45,279
| +4% | +$3.08M | 1.23% | 20 |
|
|
2022
Q2 | $77.6M | Buy |
1,088,295
+82,720
| +8% | +$5.9M | 1.18% | 21 |
|
|
2022
Q1 | $72.9M | Buy |
1,005,575
+61,437
| +7% | +$4.45M | 1.01% | 30 |
|
|
2021
Q4 | $64.7M | Buy |
944,138
+14,636
| +2% | +$1M | 0.91% | 31 |
|
|
2021
Q3 | $57.6M | Buy |
929,502
+26,917
| +3% | +$1.67M | 0.91% | 34 |
|
|
2021
Q2 | $54.6M | Buy |
902,585
+45,320
| +5% | +$2.74M | 0.88% | 37 |
|
|
2021
Q1 | $53.3M | Sell |
857,265
-88,775
| -9% | -$5.52M | 0.95% | 27 |
|
|
2020
Q4 | $58.1M | Sell |
946,040
-28,037
| -3% | -$1.72M | 1.07% | 19 |
|
|
2020
Q3 | $52.8M | Buy |
974,077
+31,775
| +3% | +$1.72M | 1.07% | 22 |
|
|
2020
Q2 | $48.9M | Sell |
942,302
-47,742
| -5% | -$2.48M | 1.07% | 26 |
|
|
2020
Q1 | $53.6M | Sell |
990,044
-14,172
| -1% | -$767K | 1.31% | 18 |
|
|
2019
Q4 | $64M | Buy |
1,004,216
+6,960
| +0.7% | +$443K | 1.2% | 23 |
|
|
2019
Q3 | $61.6M | Buy |
997,256
+18,751
| +2% | +$1.16M | 1.23% | 22 |
|
|
2019
Q2 | $54.1M | Buy |
978,505
+136,495
| +16% | +$7.55M | 1.11% | 25 |
|
|
2019
Q1 | $43.5M | Buy |
+842,010
| New | +$43.5M | 0.93% | 33 |
|
|
2017
Q2 | – | Sell |
-4,873
| Closed | -$243K | – | 675 |
|
|
2017
Q1 | $243K | Buy |
+4,873
| New | +$243K | 0.01% | 533 |
|
|
2016
Q1 | – | Sell |
-10,499
| Closed | -$491K | – | 678 |
|
|
2015
Q4 | $491K | Buy |
+10,499
| New | +$491K | 0.02% | 418 |
|
|
2015
Q1 | – | Sell |
-11,719
| Closed | -$576K | – | 702 |
|
|
2014
Q4 | $576K | Buy |
+11,719
| New | +$576K | 0.02% | 372 |
|