MainStreet Investment Advisors’s Southern Company SO Stock Holding History

MainStreet Investment Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.85M	Sell	74,603 -1,485	-2%	-$136K	0.95%	29
2025 Q1	$7M	Sell	76,088 -2,956	-4%	-$272K	1.02%	26
2024 Q4	$6.51M	Sell	79,044 -1,180	-1%	-$97.1K	0.91%	28
2024 Q3	$7.23M	Sell	80,224 -2,015	-2%	-$182K	0.96%	31
2024 Q2	$6.38M	Sell	82,239 -3,964	-5%	-$307K	0.78%	35
2024 Q1	$6.18M	Sell	86,203 -980	-1%	-$70.3K	0.74%	38
2023 Q4	$6.11M	Sell	87,183 -3,234	-4%	-$227K	0.69%	38
2023 Q3	$5.85M	Sell	90,417 -2,267	-2%	-$147K	0.68%	40
2023 Q2	$6.51M	Sell	92,684 -1,666	-2%	-$117K	0.71%	40
2023 Q1	$6.56M	Buy	94,350 +2,319	+3%	+$161K	0.71%	39
2022 Q4	$6.57M	Sell	92,031 -8,852	-9%	-$632K	0.73%	40
2022 Q3	$6.86M	Buy	100,883 +5	+0%	+$340	0.84%	33
2022 Q2	$7.19M	Sell	100,878 -774	-0.8%	-$55.2K	0.83%	35
2022 Q1	$7.37M	Sell	101,652 -344	-0.3%	-$24.9K	0.69%	43
2021 Q4	$7M	Buy	101,996 +1,600	+2%	+$110K	0.61%	45
2021 Q3	$6.22M	Sell	100,396 -2,177	-2%	-$135K	0.6%	46
2021 Q2	$6.21M	Buy	102,573 +1,287	+1%	+$77.9K	0.53%	52
2021 Q1	$6.3M	Buy	101,286 +662	+0.7%	+$41.2K	0.52%	54
2020 Q4	$6.18M	Sell	100,624 -5,420	-5%	-$333K	0.49%	54
2020 Q3	$5.75M	Buy	106,044 +12,063	+13%	+$654K	0.45%	62
2020 Q2	$4.87M	Sell	93,981 -7,290	-7%	-$378K	0.33%	57
2020 Q1	$5.48M	Buy	101,271 +5,035	+5%	+$273K	0.67%	39
2019 Q4	$6.13M	Buy	96,236 +15,645	+19%	+$997K	0.68%	39
2019 Q3	$4.98M	Buy	80,591 +1,110	+1%	+$68.6K	0.65%	42
2019 Q2	$4.39M	Buy	79,481 +3,847	+5%	+$213K	0.57%	49
2019 Q1	$3.91M	Buy	75,634 +7,051	+10%	+$364K	0.55%	49
2018 Q4	$3.01M	Buy	68,583 +105	+0.2%	+$4.61K	0.47%	55
2018 Q3	$2.99M	Buy	68,478 +2,418	+4%	+$105K	0.4%	58
2018 Q2	$3.06M	Buy	66,060 +3,616	+6%	+$167K	0.44%	57
2018 Q1	$2.79M	Buy	62,444 +3,884	+7%	+$173K	0.43%	57
2017 Q4	$2.82M	Buy	+58,560	New	+$2.82M	0.43%	57