Martingale Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $716K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $6.87M | Sell |
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|
2023
Q1 | $12.8M | Sell |
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|
2022
Q4 | $19.1M | Sell |
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|
2022
Q3 | $18.8M | Sell |
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|
2022
Q2 | $20M | Sell |
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|
2022
Q1 | $23.5M | Sell |
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|
2021
Q4 | $23.2M | Buy |
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|
2021
Q3 | $20.9M | Sell |
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|
2021
Q2 | $23.9M | Buy |
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|
2021
Q1 | $23.4M | Buy |
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|
2020
Q4 | $20.6M | Sell |
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|
2020
Q3 | $18.9M | Sell |
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|
2020
Q2 | $18.4M | Sell |
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|
2020
Q1 | $19.4M | Sell |
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|
2019
Q4 | $27.9M | Sell |
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|
2019
Q3 | $31.2M | Buy |
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|
2019
Q2 | $27.9M | Buy |
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|
2019
Q1 | $12.5M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.15M | Sell |
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|
2016
Q1 | $2.94M | Sell |
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|
2015
Q4 | $3.35M | Sell |
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|
2015
Q3 | $4.76M | Sell |
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|
2015
Q2 | $5.96M | Sell |
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|
2015
Q1 | $7.16M | Buy |
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|
2014
Q4 | $6.11M | Buy |
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|
2014
Q3 | $3.1M | Buy |
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|
2014
Q2 | $2.97M | Buy |
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|
2014
Q1 | $2.61M | Hold |
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|
2013
Q4 | $2.44M | Sell |
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|
2013
Q3 | $3.27M | Buy |
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|
2013
Q2 | $3.16M | Buy |
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