Deseret Mutual Benefit Administrators’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
1,558
| – | – | 0.07% | 174 |
|
|
2025
Q1 | $143K | Sell |
1,558
-60
| -4% | -$5.52K | 0.07% | 175 |
|
|
2024
Q4 | $133K | Sell |
1,618
-30
| -2% | -$2.47K | 0.07% | 182 |
|
|
2024
Q3 | $149K | Hold |
1,648
| – | – | 0.08% | 169 |
|
|
2024
Q2 | $128K | Buy |
1,648
+87
| +6% | +$6.75K | 0.06% | 180 |
|
|
2024
Q1 | $112K | Buy |
1,561
+76
| +5% | +$5.45K | 0.06% | 193 |
|
|
2023
Q4 | $104K | Sell |
1,485
-440
| -23% | -$30.9K | 0.06% | 184 |
|
|
2023
Q3 | $125K | Sell |
1,925
-282
| -13% | -$18.3K | 0.06% | 181 |
|
|
2023
Q2 | $155K | Sell |
2,207
-92
| -4% | -$6.46K | 0.06% | 173 |
|
|
2023
Q1 | $160K | Sell |
2,299
-20
| -0.9% | -$1.39K | 0.06% | 167 |
|
|
2022
Q4 | $166K | Sell |
2,319
-1,942
| -46% | -$139K | 0.07% | 159 |
|
|
2022
Q3 | $290K | Sell |
4,261
-1,225
| -22% | -$83.4K | 0.08% | 150 |
|
|
2022
Q2 | $391K | Hold |
5,486
| – | – | 0.09% | 146 |
|
|
2022
Q1 | $398K | Sell |
5,486
-766
| -12% | -$55.6K | 0.08% | 166 |
|
|
2021
Q4 | $429K | Buy |
6,252
+433
| +7% | +$29.7K | 0.07% | 179 |
|
|
2021
Q3 | $361K | Sell |
5,819
-1,618
| -22% | -$100K | 0.07% | 185 |
|
|
2021
Q2 | $450K | Buy |
+7,437
| New | +$450K | 0.11% | 98 |
|