LMCG Investments’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 | $242K | Hold |
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|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $234K | Hold |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $230K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2015
Q3 | $235K | Hold |
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|
2015
Q2 | $220K | Sell |
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|
2015
Q1 | $236K | Hold |
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|
2014
Q4 | $262K | Hold |
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|
2014
Q3 | $232K | Sell |
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|
2014
Q2 | $245K | Buy |
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|
2014
Q1 | $231K | Sell |
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|
2013
Q4 | $230K | Sell |
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|
2013
Q3 | $235K | Buy |
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|
2013
Q2 | $236K | Buy |
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