M Holdings Securities’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 | $1.2M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $535K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $656K | Sell |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $511K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $262K | Buy |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $202K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $171K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $226K | Sell |
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|
2013
Q4 | $251K | Buy |
|