Marco Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
10,234
+113
| +1% | +$10.4K | 0.08% | 117 |
|
|
2025
Q1 | $931K | Buy |
10,121
+18
| +0.2% | +$1.66K | 0.09% | 120 |
|
|
2024
Q4 | $832K | Sell |
10,103
-24
| -0.2% | -$1.98K | 0.07% | 120 |
|
|
2024
Q3 | $913K | Sell |
10,127
-8
| -0.1% | -$721 | 0.08% | 119 |
|
|
2024
Q2 | $786K | Sell |
10,135
-24
| -0.2% | -$1.86K | 0.07% | 120 |
|
|
2024
Q1 | $729K | Buy |
10,159
+22
| +0.2% | +$1.58K | 0.07% | 124 |
|
|
2023
Q4 | $711K | Buy |
10,137
+262
| +3% | +$18.4K | 0.07% | 121 |
|
|
2023
Q3 | $639K | Sell |
9,875
-1,381
| -12% | -$89.4K | 0.07% | 125 |
|
|
2023
Q2 | $791K | Sell |
11,256
-2,376
| -17% | -$167K | 0.09% | 124 |
|
|
2023
Q1 | $949K | Buy |
13,632
+199
| +1% | +$13.8K | 0.11% | 118 |
|
|
2022
Q4 | $959K | Buy |
13,433
+13
| +0.1% | +$928 | 0.11% | 115 |
|
|
2022
Q3 | $913K | Hold |
13,420
| – | – | 0.12% | 113 |
|
|
2022
Q2 | $957K | Buy |
13,420
+3,500
| +35% | +$250K | 0.11% | 115 |
|
|
2022
Q1 | $719K | Hold |
9,920
| – | – | 0.07% | 138 |
|
|
2021
Q4 | $680K | Buy |
9,920
+2,557
| +35% | +$175K | 0.07% | 137 |
|
|
2021
Q3 | $456K | Hold |
7,363
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $446K | Buy |
7,363
+40
| +0.5% | +$2.42K | 0.05% | 151 |
|
|
2021
Q1 | $455K | Hold |
7,323
| – | – | 0.06% | 140 |
|
|
2020
Q4 | $450K | Buy |
7,323
+520
| +8% | +$32K | 0.06% | 134 |
|
|
2020
Q3 | $369K | Hold |
6,803
| – | – | 0.06% | 134 |
|
|
2020
Q2 | $353K | Hold |
6,803
| – | – | 0.06% | 131 |
|
|
2020
Q1 | $368K | Sell |
6,803
-301
| -4% | -$16.3K | 0.08% | 124 |
|
|
2019
Q4 | $453K | Sell |
7,104
-200
| -3% | -$12.8K | 0.07% | 135 |
|
|
2019
Q3 | $451K | Hold |
7,304
| – | – | 0.08% | 132 |
|
|
2019
Q2 | $404K | Sell |
7,304
-1,600
| -18% | -$88.5K | 0.07% | 135 |
|
|
2019
Q1 | $460K | Sell |
8,904
-473
| -5% | -$24.4K | 0.09% | 130 |
|
|
2018
Q4 | $412K | Sell |
9,377
-3
| -0% | -$132 | 0.08% | 139 |
|
|
2018
Q3 | $409K | Buy |
9,380
+5
| +0.1% | +$218 | 0.06% | 149 |
|
|
2018
Q2 | $434K | Buy |
9,375
+496
| +6% | +$23K | 0.07% | 147 |
|
|
2018
Q1 | $397K | Sell |
8,879
-225
| -2% | -$10.1K | 0.06% | 147 |
|
|
2017
Q4 | $438K | Hold |
9,104
| – | – | 0.07% | 142 |
|
|
2017
Q3 | $447K | Hold |
9,104
| – | – | 0.07% | 147 |
|
|
2017
Q2 | $436K | Hold |
9,104
| – | – | 0.07% | 144 |
|
|
2017
Q1 | $453K | Sell |
9,104
-1,150
| -11% | -$57.2K | 0.08% | 138 |
|
|
2016
Q4 | $504K | Hold |
10,254
| – | – | 0.09% | 132 |
|
|
2016
Q3 | $526K | Sell |
10,254
-2,040
| -17% | -$105K | 0.09% | 130 |
|
|
2016
Q2 | $659K | Sell |
12,294
-100
| -0.8% | -$5.36K | 0.12% | 128 |
|
|
2016
Q1 | $641 | Hold |
12,394
| – | – | 0.09% | 125 |
|
|
2015
Q4 | $580K | Buy |
12,394
+100
| +0.8% | +$4.68K | 0.11% | 128 |
|
|
2015
Q3 | $550K | Buy |
12,294
+1,000
| +9% | +$44.7K | 0.11% | 129 |
|
|
2015
Q2 | $473K | Buy |
11,294
+2,700
| +31% | +$113K | 0.08% | 140 |
|
|
2015
Q1 | $381K | Hold |
8,594
| – | – | 0.07% | 149 |
|
|
2014
Q4 | $422K | Hold |
8,594
| – | – | 0.05% | 145 |
|
|
2014
Q3 | $375K | Hold |
8,594
| – | – | 0.05% | 148 |
|
|
2014
Q2 | $390K | Hold |
8,594
| – | – | 0.07% | 138 |
|
|
2014
Q1 | $378K | Sell |
8,594
-8,500
| -50% | -$374K | 0.08% | 137 |
|
|
2013
Q4 | $703 | Sell |
17,094
-250
| -1% | -$10 | 0.04% | 103 |
|
|
2013
Q3 | $714K | Hold |
17,344
| – | – | 0.16% | 104 |
|
|
2013
Q2 | $765K | Buy |
+17,344
| New | +$765K | 0.22% | 75 |
|