Lockheed Martin Investment Management’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 | $14.2M | Sell |
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|
2025
Q2 | $19.8M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $8.24M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $12M | Sell |
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|
2024
Q1 | $12.9M | Sell |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $4.63M | Hold |
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|
2023
Q2 | $4.95M | Buy |
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|
2023
Q1 | $4.4M | Hold |
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|
2022
Q4 | $4.51M | Buy |
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|
2022
Q3 | $4.11M | Sell |
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|
2022
Q2 | $5.15M | Sell |
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|
2022
Q1 | $7.24M | Sell |
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|
2021
Q4 | $8.08M | Buy |
|