Farmers & Merchants Investments Inc’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 | $1.24M | Sell |
13,486
-559
| -4% | -$51.3K | 0.04% | 189 |
|
|
2025
Q1 | $1.29M | Sell |
14,045
-30
| -0.2% | -$2.76K | 0.04% | 185 |
|
|
2024
Q4 | $1.16M | Sell |
14,075
-5
| -0% | -$412 | 0.04% | 187 |
|
|
2024
Q3 | $1.27M | Buy |
14,080
+1,149
| +9% | +$104K | 0.04% | 181 |
|
|
2024
Q2 | $1M | Sell |
12,931
-8,013
| -38% | -$622K | 0.03% | 191 |
|
|
2024
Q1 | $1.5M | Sell |
20,944
-1,064
| -5% | -$76.3K | 0.05% | 172 |
|
|
2023
Q4 | $1.54M | Buy |
22,008
+112
| +0.5% | +$7.85K | 0.06% | 170 |
|
|
2023
Q3 | $1.42M | Sell |
21,896
-1,500
| -6% | -$97.1K | 0.06% | 168 |
|
|
2023
Q2 | $1.64M | Sell |
23,396
-241
| -1% | -$16.9K | 0.06% | 167 |
|
|
2023
Q1 | $1.64M | Sell |
23,637
-15
| -0.1% | -$1.04K | 0.07% | 169 |
|
|
2022
Q4 | $1.69M | Buy |
23,652
+150
| +0.6% | +$10.7K | 0.07% | 168 |
|
|
2022
Q3 | $1.6M | Buy |
23,502
+137
| +0.6% | +$9.32K | 0.07% | 169 |
|
|
2022
Q2 | $1.67M | Buy |
23,365
+2,875
| +14% | +$205K | 0.07% | 171 |
|
|
2022
Q1 | $1.49M | Sell |
20,490
-690
| -3% | -$50K | 0.06% | 185 |
|
|
2021
Q4 | $1.45M | Buy |
21,180
+1,050
| +5% | +$72K | 0.05% | 187 |
|
|
2021
Q3 | $1.25M | Sell |
20,130
-5,290
| -21% | -$328K | 0.05% | 185 |
|
|
2021
Q2 | $1.54M | Sell |
25,420
-75
| -0.3% | -$4.54K | 0.07% | 158 |
|
|
2021
Q1 | $1.59M | Sell |
25,495
-7,000
| -22% | -$435K | 0.08% | 158 |
|
|
2020
Q4 | $2M | Buy |
32,495
+50
| +0.2% | +$3.07K | 0.1% | 151 |
|
|
2020
Q3 | $1.76M | Sell |
32,445
-295
| -0.9% | -$16K | 0.11% | 149 |
|
|
2020
Q2 | $1.7M | Buy |
32,740
+6,739
| +26% | +$350K | 0.11% | 143 |
|
|
2020
Q1 | $1.41M | Buy |
26,001
+276
| +1% | +$14.9K | 0.11% | 143 |
|
|
2019
Q4 | $1.64M | Buy |
25,725
+310
| +1% | +$19.8K | 0.1% | 145 |
|
|
2019
Q3 | $1.57M | Buy |
25,415
+5
| +0% | +$309 | 0.1% | 147 |
|
|
2019
Q2 | $1.41M | Buy |
25,410
+38
| +0.1% | +$2.1K | 0.09% | 148 |
|
|
2019
Q1 | $1.31M | Buy |
25,372
+54
| +0.2% | +$2.79K | 0.09% | 150 |
|
|
2018
Q4 | $1.11M | Sell |
25,318
-3,500
| -12% | -$154K | 0.08% | 146 |
|
|
2018
Q3 | $1.26M | Sell |
28,818
-15,353
| -35% | -$669K | 0.09% | 149 |
|
|
2018
Q2 | $2.05M | Sell |
44,171
-6,000
| -12% | -$278K | 0.15% | 142 |
|
|
2018
Q1 | $2.24M | Sell |
50,171
-52,000
| -51% | -$2.32M | 0.17% | 134 |
|
|
2017
Q4 | $4.91M | Sell |
102,171
-35
| -0% | -$1.68K | 0.36% | 96 |
|
|
2017
Q3 | $5.02M | Buy |
102,206
+40
| +0% | +$1.97K | 0.4% | 87 |
|
|
2017
Q2 | $4.89M | Buy |
102,166
+3,400
| +3% | +$163K | 0.41% | 86 |
|
|
2017
Q1 | $4.92M | Sell |
98,766
-11,070
| -10% | -$551K | 0.43% | 80 |
|
|
2016
Q4 | $5.4M | Buy |
109,836
+1,960
| +2% | +$96.4K | 0.49% | 68 |
|
|
2016
Q3 | $5.53M | Buy |
107,876
+20,493
| +23% | +$1.05M | 0.58% | 62 |
|
|
2016
Q2 | $4.69M | Sell |
87,383
-970
| -1% | -$52K | 0.52% | 71 |
|
|
2016
Q1 | $4.57M | Sell |
88,353
-1,454
| -2% | -$75.2K | 0.53% | 68 |
|
|
2015
Q4 | $4.2M | Buy |
89,807
+435
| +0.5% | +$20.4K | 0.53% | 70 |
|
|
2015
Q3 | $4M | Buy |
89,372
+2,458
| +3% | +$110K | 0.55% | 65 |
|
|
2015
Q2 | $3.64M | Buy |
86,914
+860
| +1% | +$36K | 0.46% | 74 |
|
|
2015
Q1 | $3.81M | Buy |
86,054
+189
| +0.2% | +$8.37K | 0.48% | 72 |
|
|
2014
Q4 | $4.22M | Buy |
85,865
+254
| +0.3% | +$12.5K | 0.53% | 65 |
|
|
2014
Q3 | $3.74M | Sell |
85,611
-600
| -0.7% | -$26.2K | 0.5% | 67 |
|
|
2014
Q2 | $3.91M | Buy |
86,211
+420
| +0.5% | +$19.1K | 0.52% | 65 |
|
|
2014
Q1 | $3.77M | Buy |
85,791
+3,410
| +4% | +$150K | 0.53% | 68 |
|
|
2013
Q4 | $3.39M | Sell |
82,381
-6,650
| -7% | -$273K | 0.49% | 76 |
|
|
2013
Q3 | $3.67M | Sell |
89,031
-2,795
| -3% | -$115K | 0.58% | 57 |
|
|
2013
Q2 | $4.05M | Buy |
+91,826
| New | +$4.05M | 0.62% | 51 |
|