MAI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24M | Buy |
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|
2025
Q2 | $21.9M | Buy |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $17.2M | Buy |
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|
2024
Q3 | $16.4M | Buy |
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|
2024
Q2 | $13.7M | Buy |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $6.05M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $533K | Sell |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $491K | Buy |
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|
2021
Q2 | $384K | Sell |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $217K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $218K | Buy |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $225K | Sell |
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|
2016
Q3 | $236K | Buy |
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|
2016
Q2 | $227K | Buy |
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|
2016
Q1 | $217K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $331K | Sell |
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|
2014
Q4 | $448K | Sell |
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|
2014
Q3 | $455K | Buy |
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|
2014
Q2 | $418K | Sell |
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|
2014
Q1 | $468K | Buy |
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|
2013
Q4 | $431K | Sell |
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|
2013
Q3 | $472K | Buy |
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|
2013
Q2 | $481K | Buy |
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