First Manhattan’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Sell |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $176K | Buy |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $270K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $277K | Sell |
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|
2018
Q3 | $278K | Sell |
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|
2018
Q2 | $296K | Sell |
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|
2018
Q1 | $300K | Buy |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $305K | Hold |
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|
2017
Q2 | $297K | Sell |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $430K | Buy |
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|
2016
Q2 | $450K | Hold |
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|
2016
Q1 | $434K | Sell |
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|
2015
Q4 | $451K | Buy |
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|
2015
Q3 | $420K | Sell |
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|
2015
Q2 | $425K | Buy |
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|
2015
Q1 | $443K | Sell |
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|
2014
Q4 | $499K | Buy |
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|
2014
Q3 | $442K | Buy |
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|
2014
Q2 | $450K | Sell |
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|
2014
Q1 | $487K | Sell |
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|
2013
Q4 | $497K | Buy |
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|
2013
Q3 | $489K | Sell |
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|
2013
Q2 | $549K | Buy |
|