Zions Bancorporation’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.64M | Buy |
56,344
+6,187
| +12% | +$543K | 0.29% | 77 |
|
|
2024
Q3 | $4.52M | Sell |
50,157
-30,654
| -38% | -$2.62M | 0.33% | 63 |
|
|
2024
Q2 | $6.27M | Sell |
80,811
-16,552
| -17% | -$1.25M | 0.5% | 31 |
|
|
2024
Q1 | $6.98M | Buy |
97,363
+2,125
| +2% | +$147K | 0.51% | 26 |
|
|
2023
Q4 | $6.68M | Buy |
95,238
+1,486
| +2% | +$102K | 0.46% | 34 |
|
|
2023
Q3 | $6.07M | Buy |
93,752
+5,321
| +6% | +$369K | 0.53% | 27 |
|
|
2023
Q2 | $6.21M | Sell |
88,431
-11,900
| -12% | -$853K | 0.53% | 26 |
|
|
2023
Q1 | $6.98M | Buy |
100,331
+16,303
| +19% | +$1.1M | 0.6% | 25 |
|
|
2022
Q4 | $6M | Buy |
84,028
+9,931
| +13% | +$664K | 0.47% | 30 |
|
|
2022
Q3 | $5.04M | Buy |
74,097
+4,666
| +7% | +$353K | 0.53% | 22 |
|
|
2022
Q2 | $4.95M | Buy |
69,431
+854
| +1% | +$62.7K | 0.5% | 25 |
|
|
2022
Q1 | $4.97M | Buy |
68,577
+12,194
| +22% | +$826K | 0.45% | 25 |
|
|
2021
Q4 | $3.87M | Buy |
56,383
+3,537
| +7% | +$225K | 0.34% | 32 |
|
|
2021
Q3 | $3.27M | Buy |
52,846
+5,449
| +11% | +$351K | 0.33% | 39 |
|
|
2021
Q2 | $2.87M | Buy |
47,397
+4,942
| +12% | +$316K | 0.29% | 36 |
|
|
2021
Q1 | $2.64M | Buy |
42,455
+5,795
| +16% | +$347K | 0.3% | 36 |
|
|
2020
Q4 | $2.25M | Buy |
36,660
+3,738
| +11% | +$225K | 0.28% | 37 |
|
|
2020
Q3 | $1.78M | Sell |
32,922
-2,012
| -6% | -$108K | 0.25% | 48 |
|
|
2020
Q2 | $1.81M | Buy |
34,934
+15,213
| +77% | +$846K | 0.26% | 45 |
|
|
2020
Q1 | $1.07M | Sell |
19,721
-35
| -0.2% | -$2.22K | 0.19% | 54 |
|
|
2019
Q4 | $1.26M | Sell |
19,756
-7,977
| -29% | -$494K | 0.18% | 52 |
|
|
2019
Q3 | $1.71M | Sell |
27,733
-7,416
| -21% | -$430K | 0.25% | 39 |
|
|
2019
Q2 | $1.94M | Buy |
35,149
+2,603
| +8% | +$139K | 0.28% | 32 |
|
|
2019
Q1 | $1.68M | Buy |
+32,546
| New | +$1.6M | 0.27% | 40 |
|
|
2018
Q4 | – | Sell |
-27,196
| Closed | -$1.19M | – | 713 |
|
|
2018
Q3 | $1.19M | Buy |
+27,196
| New | +$1.25M | 0.28% | 45 |
|
|
2018
Q2 | – | Sell |
-24,841
| Closed | -$1.11M | – | 670 |
|
|
2018
Q1 | $1.11M | Buy |
+24,841
| New | +$1.1M | 0.24% | 39 |
|
|
2017
Q4 | – | Sell |
-13,245
| Closed | -$651K | – | 919 |
|
|
2017
Q3 | $651K | Buy |
13,245
+10,875
| +459% | +$527K | 0.09% | 124 |
|
|
2017
Q2 | $113K | Sell |
2,370
-257
| -10% | -$12.9K | 0.02% | 174 |
|
|
2017
Q1 | $131K | Sell |
2,627
-184
| -7% | -$9.09K | 0.02% | 139 |
|
|
2016
Q4 | $138K | Buy |
2,811
+250
| +10% | +$12.3K | 0.02% | 144 |
|
|
2016
Q3 | $131K | Buy |
2,561
+2
| +0.1% | +$105 | 0.02% | 144 |
|
|
2016
Q2 | $138K | Hold |
2,559
| – | – | 0.02% | 134 |
|
|
2016
Q1 | $132K | Buy |
2,559
+32
| +1% | +$1.56K | 0.02% | 149 |
|
|
2015
Q4 | $119K | Hold |
2,527
| – | – | 0.02% | 144 |
|
|
2015
Q3 | $113K | Buy |
2,527
+527
| +26% | +$23.1K | 0.02% | 125 |
|
|
2015
Q2 | $84K | Buy |
2,000
+1,688
| +541% | +$73.5K | 0.01% | 155 |
|
|
2015
Q1 | $14K | Buy |
+312
| New | +$14.8K | ﹤0.01% | 453 |
|
Other funds holding SO
Zions Bancorporation's SO Position: Q4 2024 in Review
Zions Bancorporation increased its Southern Company (SO) stake by 12% in Q4 2024, buying an estimated $543K and bringing the position to 56,344 shares worth $4.64M. The position accounts for 0.29% of the portfolio, ranked #77.
Zions Bancorporation first reported a position in SO in Q1 2015 and has held it in 37 quarters since. The position peaked at $6.98M in Q1 2024. 2,121 funds tracked by Wall St. Rank hold SO as of Q4 2024.
- Zions Bancorporation held 56,344 shares of Southern Company worth $4.64M as of Q4 2024.
- Zions Bancorporation bought 6,187 Southern Company shares in Q4 2024, an estimated $543K.
- Southern Company made up 0.29% of Zions Bancorporation's portfolio in Q4 2024, its #77 holding.
- Zions Bancorporation first reported a position in Southern Company in Q1 2015 and has held it in 37 quarters since.
- Zions Bancorporation's Southern Company position peaked at $6.98M in Q1 2024.
- 2,121 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.