Seasonal Evaluation for The Southern Company (SO)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 45.00% | 50.00% | 65.00% | 65.00% |
| Median Return | -0.40% | 0.12% | 2.92% | 3.90% |
| Average Return | 5.19% | 2.78% | 5.47% | 5.56% |
| Maximum Gain | 17.67% | 8.13% | 16.26% | 13.30% |
| Gain Year | 2019 | 2024 | 2024 | 2020 |
| Maximum Loss | -17.24% | -6.44% | -7.87% | -8.72% |
| Loss Year | 2009 | 2007 | 2023 | 2024 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 57.50% | 47.50% | 65.00% |
| Median Return | 1.20% | 1.70% | -0.22% | 3.16% |
| Average Return | 5.40% | 4.08% | 3.74% | 5.51% |
| Maximum Gain | 17.67% | 16.26% | 17.67% | 16.26% |
| Gain Year | 2019 | 2024 | 2019 | 2024 |
| Maximum Loss | -17.24% | -7.87% | -17.24% | -8.72% |
| Loss Year | 2009 | 2023 | 2009 | 2024 |
| Based on the past 20 years (2006-2025) | ||||