M&G Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6M | Hold |
85,697
| – | – | 0.02% | 278 |
|
|
2023
Q3 | $5.57M | Buy |
85,697
+5,047
| +6% | +$328K | 0.02% | 280 |
|
|
2023
Q2 | $5.65M | Buy |
+80,650
| New | +$5.65M | 0.02% | 277 |
|
|
2020
Q4 | – | Sell |
-3,729
| Closed | -$201K | – | 486 |
|
|
2020
Q3 | $201K | Buy |
+3,729
| New | +$201K | ﹤0.01% | 432 |
|
|
2020
Q2 | – | Sell |
-20,791
| Closed | -$1.12M | – | 437 |
|
|
2020
Q1 | $1.12M | Buy |
20,791
+16,807
| +422% | +$908K | 0.01% | 278 |
|
|
2019
Q4 | $255K | Buy |
+3,984
| New | +$255K | ﹤0.01% | 403 |
|