ZACKS INVESTMENT MANAGEMENT
Holdings in SO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $91,323,775 | 1,047,291 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $100,278,221 | 1,058,122 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $120,531,099 | 1,312,546 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $119,599,548 | 1,300,702 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $105,740,122 | 1,284,501 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $128,687,220 | 1,427,004 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $99,720,656 | 1,285,557 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $88,808,739 | 1,237,925 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $84,395,380 | 1,203,585 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $79,995,084 | 1,236,018 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $86,527,768 | 1,231,712 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $85,017,297 | 1,221,864 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $84,071,635 | 1,177,309 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $77,083,032 | 1,133,574 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $77,606,316 | 1,088,295 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $72,914,243 | 1,005,575 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $64,748,984 | 944,138 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $57,601,238 | 929,502 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $54,615,418 | 902,585 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $53,287,592 | 857,265 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $58,115,237 | 946,040 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $52,814,454 | 974,077 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $48,858,358 | 942,302 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $53,600,982 | 990,044 | Shares | Sole | 2020-05-15 |