MAM
Mainsail Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
9,178
+13
| +0.1% | +$1.19K | 0.52% | 22 |
|
|
2025
Q1 | $843K | Buy |
9,165
+12
| +0.1% | +$1.1K | 0.58% | 21 |
|
|
2024
Q4 | $753K | Buy |
9,153
+1,521
| +20% | +$125K | 0.53% | 23 |
|
|
2024
Q3 | $688K | Hold |
7,632
| – | – | 0.51% | 23 |
|
|
2024
Q2 | $592K | Hold |
7,632
| – | – | 0.47% | 23 |
|
|
2024
Q1 | $547K | Hold |
7,632
| – | – | 0.45% | 25 |
|
|
2023
Q4 | $535K | Buy |
+7,632
| New | +$535K | 0.5% | 23 |
|