SOUTHERN CO - PREFERRED STOCKS (SOJD)

Historical Portfolio Holders from Q1 2020 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / PREFERRED STOCKS
Shares, excl. options Q3 2024
324K
Holdings value Q3 2024
$7.7M
Value change Q3 2024
+$95.2K
Grand Portfolio weight change Q3 2024
+0%
Number of holders
3
Number of buys Q3 2024
1
Number of sells Q3 2024
0
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 324K $7.7M +$95.2K $23.74 3
2024 Q2 320K $7.07M +$122K $22.07 3
2024 Q1 315K $7.23M -$1.31M $22.99 4
2023 Q4 438K $9.88M +$333K $22.48 4
2023 Q3 423K $8.58M +$149K $21.05 3
2023 Q2 416K $9.3M -$42 $22.97 4
2023 Q1 416K $9.39M +$379K $22.60 5
2022 Q4 399K $7.84M -$19.4M $19.64 6
2022 Q3 1.33M $27.6M +$19.9M $20.64 6
2022 Q2 371K $8.11M -$198K $21.85 5
2022 Q1 380K $9.17M +$589K $24.13 5
2021 Q4 355K $9.62M +$9.46M $27.11 5
2021 Q3 6.11K $161K -$40K $25.93 3
2021 Q2 7.61K $205K +$6K $27.21 4
2021 Q1 7.4K $194K +$20.4K $26.00 3
2020 Q4 6.01K $165K -$96.7K $27.41 2
2020 Q3 9.79K $258K +$39.9K $26.36 3
2020 Q2 8.39K $210K -$411K $25.00 3
2020 Q1 27.3K $611K +$611K $22.37 3