Marietta Investment Partners’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 | $3.4M | Buy |
37,046
+15,152
| +69% | +$1.39M | 0.74% | 38 |
|
|
2025
Q1 | $2.01M | Buy |
21,894
+17,866
| +444% | +$1.64M | 0.49% | 54 |
|
|
2024
Q4 | $332K | Buy |
+4,028
| New | +$332K | 0.07% | 133 |
|
|
2020
Q2 | – | Sell |
-9,060
| Closed | -$491K | – | 139 |
|
|
2020
Q1 | $491K | Buy |
9,060
+2,030
| +29% | +$110K | 0.21% | 79 |
|
|
2019
Q4 | $448K | Hold |
7,030
| – | – | 0.15% | 104 |
|
|
2019
Q3 | $434K | Buy |
+7,030
| New | +$434K | 0.15% | 100 |
|