Mather Group’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 | $2.37M | Buy |
25,815
+3,112
| +14% | +$286K | 0.03% | 175 |
|
|
2025
Q1 | $2.09M | Buy |
22,703
+13,910
| +158% | +$1.28M | 0.02% | 178 |
|
|
2024
Q4 | $724K | Sell |
8,793
-291
| -3% | -$24K | 0.01% | 278 |
|
|
2024
Q3 | $819K | Sell |
9,084
-9,768
| -52% | -$881K | 0.01% | 268 |
|
|
2024
Q2 | $1.35M | Buy |
18,852
+194
| +1% | +$13.9K | 0.02% | 224 |
|
|
2024
Q1 | $1.31M | Sell |
18,658
-1,014
| -5% | -$71.1K | 0.02% | 190 |
|
|
2023
Q4 | $1.38M | Buy |
19,672
+1,173
| +6% | +$82.3K | 0.02% | 189 |
|
|
2023
Q3 | $1.2M | Sell |
18,499
-849
| -4% | -$54.9K | 0.02% | 193 |
|
|
2023
Q2 | $1.36M | Buy |
19,348
+2,527
| +15% | +$178K | 0.02% | 187 |
|
|
2023
Q1 | $1.17M | Buy |
16,821
+1,618
| +11% | +$113K | 0.02% | 198 |
|
|
2022
Q4 | $1.09M | Buy |
15,203
+218
| +1% | +$15.6K | 0.02% | 197 |
|
|
2022
Q3 | $1.02M | Buy |
14,985
+1,176
| +9% | +$80K | 0.02% | 194 |
|
|
2022
Q2 | $985K | Buy |
13,809
+804
| +6% | +$57.4K | 0.02% | 189 |
|
|
2022
Q1 | $943K | Sell |
13,005
-1,298
| -9% | -$94.1K | 0.02% | 181 |
|
|
2021
Q4 | $981K | Buy |
14,303
+1,863
| +15% | +$128K | 0.02% | 149 |
|
|
2021
Q3 | $771K | Sell |
12,440
-565
| -4% | -$35K | 0.02% | 135 |
|
|
2021
Q2 | $787K | Buy |
13,005
+126
| +1% | +$7.63K | 0.02% | 126 |
|
|
2021
Q1 | $801K | Buy |
12,879
+127
| +1% | +$7.9K | 0.02% | 114 |
|
|
2020
Q4 | $783K | Sell |
12,752
-1,449
| -10% | -$89K | 0.03% | 105 |
|
|
2020
Q3 | $770K | Buy |
14,201
+1,148
| +9% | +$62.2K | 0.03% | 104 |
|
|
2020
Q2 | $677K | Buy |
+13,053
| New | +$677K | 0.03% | 113 |
|