Zimmer Partners’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
Q2 | – | Hold |
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|
2025
Q1 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.31M | Sell |
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|
2023
Q3 | $80.3M | Sell |
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|
2023
Q2 | $107M | Sell |
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|
2023
Q1 | $126M | Buy |
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|
2022
Q4 | $125M | Buy |
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|
2022
Q3 | $6.81M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $137M | Sell |
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|
2021
Q3 | $203M | Buy |
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|
2021
Q2 | $133M | Buy |
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|
2021
Q1 | $83.1M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $45.5M | Sell |
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|
2020
Q2 | $65.8M | Buy |
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|
2020
Q1 | $66.9M | Sell |
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|
2019
Q4 | $223M | Buy |
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|
2019
Q3 | $167M | Buy |
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|
2019
Q2 | $66M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $84.5M | Buy |
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|
2018
Q3 | $63.2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $18.2M | Sell |
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|
2017
Q3 | $32.6M | Buy |
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|
2017
Q2 | $16.2M | Hold |
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|
2017
Q1 | $16.9M | Sell |
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|
2016
Q4 | $24.6M | Sell |
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|
2016
Q3 | $93M | Buy |
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|
2016
Q2 | $16.3M | Buy |
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|
2015
Q3 | – | Hold |
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|
2015
Q2 | – | Hold |
|