Marco Investment 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 | $948K | Sell |
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|
2025
Q2 | $940K | Buy |
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|
2025
Q1 | $931K | Buy |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $913K | Sell |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $729K | Buy |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $791K | Sell |
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|
2023
Q1 | $949K | Buy |
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|
2022
Q4 | $959K | Buy |
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|
2022
Q3 | $913K | Hold |
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|
2022
Q2 | $957K | Buy |
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|
2022
Q1 | $719K | Hold |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $456K | Hold |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | $369K | Hold |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $453K | Sell |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $412K | Sell |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $434K | Buy |
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|
2018
Q1 | $397K | Sell |
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|
2017
Q4 | $438K | Hold |
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|
2017
Q3 | $447K | Hold |
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|
2017
Q2 | $436K | Hold |
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|
2017
Q1 | $453K | Sell |
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|
2016
Q4 | $504K | Hold |
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|
2016
Q3 | $526K | Sell |
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|
2016
Q2 | $659K | Sell |
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|
2016
Q1 | $641 | Hold |
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|
2015
Q4 | $580K | Buy |
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|
2015
Q3 | $550K | Buy |
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|
2015
Q2 | $473K | Buy |
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|
2015
Q1 | $381K | Hold |
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|
2014
Q4 | $422K | Hold |
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|
2014
Q3 | $375K | Hold |
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|
2014
Q2 | $390K | Hold |
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|
2014
Q1 | $378K | Sell |
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|
2013
Q4 | $703 | Sell |
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|
2013
Q3 | $714K | Hold |
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|
2013
Q2 | $765K | Buy |
|