Marietta Wealth 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 | $6.53M | Buy |
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|
2025
Q2 | $6.02M | Buy |
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|
2025
Q1 | $5.9M | Buy |
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|
2024
Q4 | $958K | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $602K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $469K | Hold |
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|
2022
Q2 | $491K | Hold |
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|
2022
Q1 | $500K | Hold |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $446K | Sell |
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|
2020
Q3 | $568K | Hold |
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|
2020
Q2 | $543K | Sell |
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|
2020
Q1 | $604K | Buy |
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|
2019
Q4 | $639K | Hold |
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|
2019
Q3 | $620K | Sell |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $598K | Sell |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $2.08M | Buy |
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|
2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $2.01M | Buy |
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|
2017
Q4 | $2M | Sell |
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|
2017
Q3 | $2.09M | Buy |
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|
2017
Q2 | $1.97M | Buy |
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|
2017
Q1 | $1.93M | Buy |
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|
2016
Q4 | $1.51M | Buy |
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