First Manhattan’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 | $237K | Sell |
2,576
-74
| -3% | -$6.8K | ﹤0.01% | 652 |
|
|
2025
Q1 | $244K | Buy |
2,650
+1
| +0% | +$92 | ﹤0.01% | 622 |
|
|
2024
Q4 | $218K | Buy |
2,649
+79
| +3% | +$6.5K | ﹤0.01% | 642 |
|
|
2024
Q3 | $232K | Sell |
2,570
-5,786
| -69% | -$522K | ﹤0.01% | 628 |
|
|
2024
Q2 | $648K | Buy |
8,356
+34
| +0.4% | +$2.64K | ﹤0.01% | 422 |
|
|
2024
Q1 | $599K | Buy |
8,322
+5,823
| +233% | +$419K | ﹤0.01% | 452 |
|
|
2023
Q4 | $176K | Buy |
2,499
+254
| +11% | +$17.9K | ﹤0.01% | 663 |
|
|
2023
Q3 | $145K | Buy |
2,245
+1
| +0% | +$65 | ﹤0.01% | 710 |
|
|
2023
Q2 | $158K | Sell |
2,244
-734
| -25% | -$51.6K | ﹤0.01% | 691 |
|
|
2023
Q1 | $207K | Buy |
2,978
+5
| +0.2% | +$348 | ﹤0.01% | 674 |
|
|
2022
Q4 | $212K | Buy |
2,973
+478
| +19% | +$34.1K | ﹤0.01% | 686 |
|
|
2022
Q3 | $169K | Buy |
2,495
+1
| +0% | +$68 | ﹤0.01% | 723 |
|
|
2022
Q2 | $177K | Sell |
2,494
-1,976
| -44% | -$140K | ﹤0.01% | 737 |
|
|
2022
Q1 | $324K | Hold |
4,470
| – | – | ﹤0.01% | 670 |
|
|
2021
Q4 | $306K | Hold |
4,470
| – | – | ﹤0.01% | 663 |
|
|
2021
Q3 | $277K | Buy |
4,470
+71
| +2% | +$4.4K | ﹤0.01% | 671 |
|
|
2021
Q2 | $266K | Sell |
4,399
-333
| -7% | -$20.1K | ﹤0.01% | 681 |
|
|
2021
Q1 | $294K | Buy |
4,732
+334
| +8% | +$20.8K | ﹤0.01% | 635 |
|
|
2020
Q4 | $270K | Buy |
4,398
+66
| +2% | +$4.05K | ﹤0.01% | 607 |
|
|
2020
Q3 | $234K | Buy |
4,332
+73
| +2% | +$3.94K | ﹤0.01% | 628 |
|
|
2020
Q2 | $220K | Buy |
4,259
+406
| +11% | +$21K | ﹤0.01% | 636 |
|
|
2020
Q1 | $208K | Buy |
3,853
+76
| +2% | +$4.1K | ﹤0.01% | 609 |
|
|
2019
Q4 | $240K | Sell |
3,777
-214
| -5% | -$13.6K | ﹤0.01% | 657 |
|
|
2019
Q3 | $246K | Sell |
3,991
-344
| -8% | -$21.2K | ﹤0.01% | 648 |
|
|
2019
Q2 | $239K | Sell |
4,335
-136
| -3% | -$7.5K | ﹤0.01% | 672 |
|
|
2019
Q1 | $231K | Sell |
4,471
-1,848
| -29% | -$95.5K | ﹤0.01% | 694 |
|
|
2018
Q4 | $277K | Sell |
6,319
-76
| -1% | -$3.33K | ﹤0.01% | 628 |
|
|
2018
Q3 | $278K | Sell |
6,395
-1
| -0% | -$43 | ﹤0.01% | 668 |
|
|
2018
Q2 | $296K | Sell |
6,396
-325
| -5% | -$15K | ﹤0.01% | 631 |
|
|
2018
Q1 | $300K | Buy |
6,721
+1
| +0% | +$45 | ﹤0.01% | 612 |
|
|
2017
Q4 | $323K | Buy |
6,720
+500
| +8% | +$24K | ﹤0.01% | 622 |
|
|
2017
Q3 | $305K | Hold |
6,220
| – | – | ﹤0.01% | 603 |
|
|
2017
Q2 | $297K | Sell |
6,220
-1
| -0% | -$48 | ﹤0.01% | 607 |
|
|
2017
Q1 | $309K | Hold |
6,221
| – | – | ﹤0.01% | 610 |
|
|
2016
Q4 | $306K | Sell |
6,221
-2,175
| -26% | -$107K | ﹤0.01% | 590 |
|
|
2016
Q3 | $430K | Buy |
8,396
+1
| +0% | +$51 | ﹤0.01% | 543 |
|
|
2016
Q2 | $450K | Hold |
8,395
| – | – | ﹤0.01% | 534 |
|
|
2016
Q1 | $434K | Sell |
8,395
-1,250
| -13% | -$64.6K | ﹤0.01% | 524 |
|
|
2015
Q4 | $451K | Buy |
9,645
+249
| +3% | +$11.6K | ﹤0.01% | 525 |
|
|
2015
Q3 | $420K | Sell |
9,396
-749
| -7% | -$33.5K | ﹤0.01% | 532 |
|
|
2015
Q2 | $425K | Buy |
10,145
+123
| +1% | +$5.15K | ﹤0.01% | 545 |
|
|
2015
Q1 | $443K | Sell |
10,022
-159
| -2% | -$7.03K | ﹤0.01% | 534 |
|
|
2014
Q4 | $499K | Buy |
10,181
+33
| +0.3% | +$1.62K | ﹤0.01% | 513 |
|
|
2014
Q3 | $442K | Buy |
10,148
+225
| +2% | +$9.8K | ﹤0.01% | 538 |
|
|
2014
Q2 | $450K | Sell |
9,923
-1,174
| -11% | -$53.2K | ﹤0.01% | 534 |
|
|
2014
Q1 | $487K | Sell |
11,097
-1,000
| -8% | -$43.9K | ﹤0.01% | 510 |
|
|
2013
Q4 | $497K | Buy |
12,097
+200
| +2% | +$8.22K | ﹤0.01% | 513 |
|
|
2013
Q3 | $489K | Sell |
11,897
-200
| -2% | -$8.22K | ﹤0.01% | 508 |
|
|
2013
Q2 | $549K | Buy |
+12,097
| New | +$549K | ﹤0.01% | 487 |
|