M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $96.8K | Sell |
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|
2023
Q4 | $99.6K | Buy |
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|
2023
Q3 | $87.4K | Hold |
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|
2023
Q2 | $94.8K | Hold |
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|
2023
Q1 | $93.9K | Hold |
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|
2022
Q4 | $96.4K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $81K | Hold |
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|
2021
Q1 | $83K | Hold |
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|
2020
Q4 | $82K | Sell |
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|
2020
Q3 | $105K | Hold |
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|
2020
Q2 | $101K | Sell |
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|
2020
Q1 | $162K | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $199K | Hold |
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|
2019
Q1 | $189K | Hold |
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|
2018
Q4 | $158K | Sell |
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|
2018
Q3 | $192K | Buy |
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|
2018
Q2 | $199K | Sell |
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|
2018
Q1 | $205K | Buy |
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|
2017
Q4 | $202K | Buy |
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|
2017
Q3 | $154K | Sell |
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|
2017
Q2 | $153K | Hold |
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|
2017
Q1 | $158K | Sell |
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|
2016
Q4 | $165K | Sell |
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|
2016
Q3 | $193K | Hold |
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|
2016
Q2 | $202K | Buy |
|