Mariner’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
$37.5M Buy
408,105
+4,900
+1% +$450K 0.05% 284
2025
Q1
$37.1M Buy
403,205
+19,130
+5% +$1.76M 0.06% 264
2024
Q4
$31.6M Buy
384,075
+6,720
+2% +$553K 0.05% 275
2024
Q3
$34M Buy
377,355
+10,983
+3% +$990K 0.06% 263
2024
Q2
$28.4M Buy
366,372
+13,997
+4% +$1.09M 0.06% 272
2024
Q1
$25.3M Sell
352,375
-12,838
-4% -$921K 0.05% 288
2023
Q4
$25.6M Sell
365,213
-9,651
-3% -$677K 0.06% 251
2023
Q3
$24.3M Buy
374,864
+21,570
+6% +$1.4M 0.07% 254
2023
Q2
$24.8M Buy
353,294
+5,010
+1% +$352K 0.07% 247
2023
Q1
$24.2M Sell
348,284
-18,668
-5% -$1.3M 0.07% 255
2022
Q4
$26.2M Buy
366,952
+45,089
+14% +$3.22M 0.08% 230
2022
Q3
$21.9M Buy
321,863
+19,276
+6% +$1.31M 0.09% 217
2022
Q2
$21.6M Buy
302,587
+17,545
+6% +$1.25M 0.09% 221
2022
Q1
$20.7M Buy
285,042
+202,802
+247% +$14.7M 0.08% 232
2021
Q4
$5.64M Buy
82,240
+7,809
+10% +$536K 0.02% 415
2021
Q3
$4.61M Sell
74,431
-494
-0.7% -$30.6K 0.02% 376
2021
Q2
$4.53M Buy
74,925
+5,433
+8% +$329K 0.03% 340
2021
Q1
$4.32M Buy
69,492
+1,202
+2% +$74.7K 0.03% 329
2020
Q4
$4.2M Buy
68,290
+7,566
+12% +$465K 0.03% 310
2020
Q3
$3.29M Buy
60,724
+3,871
+7% +$210K 0.03% 304
2020
Q2
$2.95M Buy
56,853
+701
+1% +$36.3K 0.03% 329
2020
Q1
$3.04M Buy
56,152
+4,066
+8% +$220K 0.04% 300
2019
Q4
$3.32M Sell
52,086
-1,003
-2% -$63.9K 0.03% 314
2019
Q3
$3.28M Sell
53,089
-1,954
-4% -$121K 0.04% 291
2019
Q2
$3.04M Buy
55,043
+1,475
+3% +$81.5K 0.04% 326
2019
Q1
$2.77M Buy
53,568
+11,073
+26% +$572K 0.04% 328
2018
Q4
$1.87M Buy
42,495
+16,628
+64% +$730K 0.03% 339
2018
Q3
$1.13M Sell
25,867
-328
-1% -$14.3K 0.03% 386
2018
Q2
$1.21M Buy
26,195
+1,062
+4% +$49.2K 0.03% 363
2018
Q1
$1.12M Buy
25,133
+5,995
+31% +$268K 0.04% 298
2017
Q4
$920K Buy
19,138
+14,103
+280% +$678K 0.04% 295
2017
Q3
$247K Sell
5,035
-4,750
-49% -$233K 0.01% 443
2017
Q2
$469K Sell
9,785
-9,873
-50% -$473K 0.02% 346
2017
Q1
$979K Buy
19,658
+4,779
+32% +$238K 0.04% 274
2016
Q4
$732K Sell
14,879
-14,582
-49% -$717K 0.03% 310
2016
Q3
$1.51M Buy
29,461
+3,098
+12% +$159K 0.07% 218
2016
Q2
$1.41M Buy
26,363
+1,899
+8% +$102K 0.08% 216
2016
Q1
$1.27M Buy
24,464
+1,022
+4% +$52.9K 0.08% 213
2015
Q4
$1.1M Sell
23,442
-14,572
-38% -$682K 0.07% 202
2015
Q3
$1.7M Sell
38,014
-5,268
-12% -$235K 0.08% 186
2015
Q2
$1.81M Buy
43,282
+35,363
+447% +$1.48M 0.08% 185
2015
Q1
$351K Buy
7,919
+1,716
+28% +$76.1K 0.03% 285
2014
Q4
$305K Hold
6,203
0.03% 292
2014
Q3
$271K Sell
6,203
-4,378
-41% -$191K 0.03% 278
2014
Q2
$480K Buy
10,581
+774
+8% +$35.1K 0.05% 230
2014
Q1
$431K Sell
9,807
-630
-6% -$27.7K 0.06% 224
2013
Q4
$429K Buy
10,437
+1,705
+20% +$70.1K 0.05% 246
2013
Q3
$360K Sell
8,732
-1,305
-13% -$53.8K 0.07% 219
2013
Q2
$443K Buy
+10,037
New +$443K 0.09% 179