Marietta Wealth Management’s Southern Company SO Stock Holding History

Marietta Wealth 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	$6.02M	Buy	65,571 +1,460	+2%	+$134K	0.79%	60
2025 Q1	$5.9M	Buy	64,111 +52,469	+451%	+$4.82M	0.87%	55
2024 Q4	$958K	Buy	11,642 +63	+0.5%	+$5.19K	0.14%	87
2024 Q3	$1.04M	Sell	11,579 -984	-8%	-$88.7K	0.15%	85
2024 Q2	$975K	Buy	12,563 +3,780	+43%	+$293K	0.15%	84
2024 Q1	$630K	Buy	8,783 +20	+0.2%	+$1.44K	0.1%	90
2023 Q4	$614K	Buy	8,763 +1,946	+29%	+$136K	0.11%	91
2023 Q3	$441K	Sell	6,817 -1,756	-20%	-$114K	0.09%	93
2023 Q2	$602K	Buy	8,573 +1,756	+26%	+$123K	0.11%	95
2023 Q1	$474K	Sell	6,817 -75	-1%	-$5.22K	0.1%	94
2022 Q4	$492K	Hold	6,892	–	–	0.11%	96
2022 Q3	$469K	Hold	6,892	–	–	0.12%	92
2022 Q2	$491K	Hold	6,892	–	–	0.12%	92
2022 Q1	$500K	Hold	6,892	–	–	0.1%	92
2021 Q4	$473K	Sell	6,892 -364	-5%	-$25K	0.1%	98
2021 Q3	$450K	Sell	7,256 -700	-9%	-$43.4K	0.1%	97
2021 Q2	$481K	Buy	7,956 +696	+10%	+$42.1K	0.11%	101
2021 Q1	$451K	Buy	7,260 +4	+0.1%	+$248	0.11%	100
2020 Q4	$446K	Sell	7,256 -3,215	-31%	-$198K	0.12%	96
2020 Q3	$568K	Hold	10,471	–	–	0.18%	87
2020 Q2	$543K	Sell	10,471 -679	-6%	-$35.2K	0.19%	81
2020 Q1	$604K	Buy	11,150 +1,118	+11%	+$60.6K	0.24%	78
2019 Q4	$639K	Hold	10,032	–	–	0.21%	82
2019 Q3	$620K	Sell	10,032 -332	-3%	-$20.5K	0.23%	83
2019 Q2	$573K	Sell	10,364 -1,208	-10%	-$66.8K	0.22%	83
2019 Q1	$598K	Sell	11,572 -26,759	-70%	-$1.38M	0.25%	83
2018 Q4	$1.68M	Sell	38,331 -9,424	-20%	-$414K	0.81%	55
2018 Q3	$2.08M	Buy	47,755 +1,336	+3%	+$58.2K	0.92%	48
2018 Q2	$2.15M	Buy	46,419 +1,370	+3%	+$63.5K	1.05%	35
2018 Q1	$2.01M	Buy	45,049 +3,507	+8%	+$157K	1.06%	35
2017 Q4	$2M	Sell	41,542 -956	-2%	-$46K	1.08%	36
2017 Q3	$2.09M	Buy	42,498 +1,463	+4%	+$71.9K	1.17%	35
2017 Q2	$1.97M	Buy	41,035 +2,328	+6%	+$111K	1.19%	33
2017 Q1	$1.93M	Buy	38,707 +8,086	+26%	+$403K	1.28%	31
2016 Q4	$1.51M	Buy	+30,621	New	+$1.51M	1.21%	30