MCM
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Manchester Capital Management’s Southern Company SO Stock Holding History

Manchester Capital Management’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 		$202K Hold
2,200
– – 0.03% 333
2025
Q1 		$202K Buy
2,200
+377
+21% +$34.7K 0.02% 330
2024
Q4 		$150K Sell
1,823
-13
-0.7% -$1.07K 0.02% 380
2024
Q3 		$166K Sell
1,836
-1
-0.1% -$90 0.02% 361
2024
Q2 		$143K Buy
1,837
+185
+11% +$14.4K 0.02% 368
2024
Q1 		$119K Sell
1,652
-152
-8% -$10.9K 0.01% 383
2023
Q4 		$126K Buy
1,804
+102
+6% +$7.15K 0.02% 335
2023
Q3 		$110K Buy
1,702
+45
+3% +$2.91K 0.02% 343
2023
Q2 		$116K Buy
1,657
+15
+0.9% +$1.05K 0.02% 335
2023
Q1 		$114K Sell
1,642
-219
-12% -$15.2K 0.02% 348
2022
Q4 		$133K Buy
1,861
+146
+9% +$10.4K 0.02% 288
2022
Q3 		$117K Buy
1,715
+193
+13% +$13.2K 0.02% 265
2022
Q2 		$109K Sell
1,522
-90
-6% -$6.45K 0.02% 284
2022
Q1 		$117K Sell
1,612
-400
-20% -$29K 0.02% 319
2021
Q4 		$138K Hold
2,012
– – 0.02% 305
2021
Q3 		$125K Sell
2,012
-232
-10% -$14.4K 0.02% 331
2021
Q2 		$136K Buy
2,244
+232
+12% +$14.1K 0.02% 302
2021
Q1 		$125K Buy
2,012
+200
+11% +$12.4K 0.02% 301
2020
Q4 		$111K Sell
1,812
-300
-14% -$18.4K 0.02% 299
2020
Q3 		$115K Sell
2,112
-769
-27% -$41.9K 0.02% 268
2020
Q2 		$149K Hold
2,881
– – 0.02% 261
2020
Q1 		$156K Hold
2,881
– – 0.03% 245
2019
Q4 		$184K Hold
2,881
– – 0.02% 255
2019
Q3 		$178K Hold
2,881
– – 0.02% 248
2019
Q2 		$159K Sell
2,881
-815
-22% -$45K 0.02% 256
2019
Q1 		$191K Buy
3,696
+915
+33% +$47.3K 0.02% 233
2018
Q4 		$129K Hold
2,781
– – 0.02% 249
2018
Q3 		$121K Hold
2,781
– – 0.02% 268
2018
Q2 		$129K Sell
2,781
-354
-11% -$16.4K 0.02% 255
2018
Q1 		$140K Sell
3,135
-221
-7% -$9.87K 0.02% 242
2017
Q4 		$161K Buy
3,356
+575
+21% +$27.6K 0.02% 224
2017
Q3 		$137K Hold
2,781
– – 0.02% 225
2017
Q2 		$133K Hold
2,781
– – 0.02% 241
2017
Q1 		$138K Hold
2,781
– – 0.02% 230
2016
Q4 		$137K Hold
2,781
– – 0.02% 229
2016
Q3 		$143K Hold
2,781
– – 0.02% 232
2016
Q2 		$149K Hold
2,781
– – 0.02% 232
2016
Q1 		$144K Hold
2,781
– – 0.02% 234
2015
Q4 		$130K Hold
2,781
– – 0.02% 264
2015
Q3 		$124K Hold
2,781
– – 0.02% 258
2015
Q2 		$117K Hold
2,781
– – 0.02% 271
2015
Q1 		$123K Sell
2,781
-1,478
-35% -$65.4K 0.02% 253
2014
Q4 		$209K Hold
4,259
– – 0.03% 344
2014
Q3 		$186K Buy
4,259
+538
+14% +$23.5K 0.02% 361
2014
Q2 		$169K Hold
3,721
– – 0.02% 410
2014
Q1 		$164K Sell
3,721
-18
-0.5% -$793 0.03% 382
2013
Q4 		$154K Sell
3,739
-7
-0.2% -$288 0.02% 390
2013
Q3 		$154K Sell
3,746
-324
-8% -$13.3K 0.03% 388
2013
Q2 		$180K Buy
+4,070
New +$180K 0.03% 330