Marino Stram & Associates’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 | $1.18M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $940K | Buy |
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|
2024
Q1 | $869K | Buy |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $784K | Sell |
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|
2023
Q2 | $853K | Sell |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $886K | Buy |
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|
2022
Q3 | $839K | Sell |
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|
2022
Q2 | $882K | Buy |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $857K | Buy |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $568K | Buy |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $281K | Buy |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $83K | Sell |
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|
2018
Q3 | $58K | Sell |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $48K | Sell |
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|
2017
Q4 | $57K | Buy |
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