LMCG Investments’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 | $234K | Hold |
2,550
| – | – | 0.01% | 217 |
|
|
2025
Q1 | $234K | Hold |
2,550
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $210K | Hold |
2,550
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $230K | Buy |
+2,550
| New | +$230K | 0.01% | 215 |
|
|
2023
Q1 | – | Sell |
-2,902
| Closed | -$207K | – | 305 |
|
|
2022
Q4 | $207K | Buy |
+2,902
| New | +$207K | 0.01% | 296 |
|
|
2022
Q3 | – | Sell |
-2,800
| Closed | -$200K | – | 334 |
|
|
2022
Q2 | $200K | Sell |
2,800
-100
| -3% | -$7.14K | 0.01% | 314 |
|
|
2022
Q1 | $210K | Buy |
+2,900
| New | +$210K | 0.01% | 320 |
|
|
2015
Q3 | $235K | Hold |
5,250
| – | – | 0.01% | 521 |
|
|
2015
Q2 | $220K | Sell |
5,250
-75
| -1% | -$3.14K | ﹤0.01% | 509 |
|
|
2015
Q1 | $236K | Hold |
5,325
| – | – | ﹤0.01% | 527 |
|
|
2014
Q4 | $262K | Hold |
5,325
| – | – | 0.01% | 459 |
|
|
2014
Q3 | $232K | Sell |
5,325
-72
| -1% | -$3.14K | 0.01% | 448 |
|
|
2014
Q2 | $245K | Buy |
5,397
+147
| +3% | +$6.67K | 0.01% | 448 |
|
|
2014
Q1 | $231K | Sell |
5,250
-350
| -6% | -$15.4K | 0.01% | 453 |
|
|
2013
Q4 | $230K | Sell |
5,600
-100
| -2% | -$4.11K | ﹤0.01% | 457 |
|
|
2013
Q3 | $235K | Buy |
5,700
+350
| +7% | +$14.4K | 0.01% | 440 |
|
|
2013
Q2 | $236K | Buy |
+5,350
| New | +$236K | 0.01% | 441 |
|