Mackenzie Financial’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 | $86M | Buy |
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|
2025
Q2 | $72.2M | Sell |
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|
2025
Q1 | $76.3M | Buy |
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|
2024
Q4 | $60.1M | Sell |
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|
2024
Q3 | $66M | Buy |
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|
2024
Q2 | $24.3M | Sell |
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|
2024
Q1 | $24.1M | Sell |
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|
2023
Q4 | $30.4M | Sell |
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|
2023
Q3 | $31.9M | Sell |
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|
2023
Q2 | $53.5M | Buy |
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|
2023
Q1 | $46.1M | Sell |
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|
2022
Q4 | $56.1M | Sell |
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|
2022
Q3 | $60M | Buy |
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|
2022
Q2 | $62.5M | Sell |
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|
2022
Q1 | $65.8M | Buy |
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|
2021
Q4 | $45.8M | Buy |
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|
2021
Q3 | $37.8M | Buy |
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|
2021
Q2 | $34.6M | Buy |
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|
2021
Q1 | $33.3M | Buy |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | $12.4M | Sell |
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|
2020
Q2 | $13.8M | Buy |
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|
2020
Q1 | $7.97M | Buy |
|
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|
2019
Q4 | $5.27M | Buy |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.55M | Sell |
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|
2019
Q1 | $15.1M | Buy |
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|
2018
Q4 | $2.23M | Sell |
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|
2018
Q3 | $2.23M | Buy |
|
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|
2018
Q2 | $986K | Buy |
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|
2018
Q1 | $799K | Buy |
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|
2017
Q4 | $786K | Buy |
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|
2017
Q3 | $674K | Sell |
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|
2017
Q2 | $980K | Buy |
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|
2017
Q1 | $901K | Buy |
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|
2016
Q4 | $877K | Buy |
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|
2016
Q3 | $810K | Sell |
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|
2016
Q2 | $5.86M | Buy |
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|
2016
Q1 | $5.01M | Buy |
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|
2015
Q4 | $3.7M | Buy |
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|
2015
Q3 | $2.96M | Buy |
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|
2015
Q2 | $2.42M | Buy |
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|
2015
Q1 | $2.21M | Buy |
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|
2014
Q4 | $1.68M | Buy |
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|
2014
Q3 | $953K | Buy |
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|
2014
Q2 | $842K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.66M | Buy |
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|
2013
Q2 | $2.09M | Buy |
|