MHR
Matthew Hamilton Rosenberg’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
4,772
-222
| -4% | -$20.4K | 0.1% | 90 |
|
|
2025
Q1 | $459K | Sell |
4,994
-78
| -2% | -$7.17K | 0.12% | 84 |
|
|
2024
Q4 | $418K | Buy |
5,072
+330
| +7% | +$27.2K | 0.11% | 85 |
|
|
2024
Q3 | $428K | Sell |
4,742
-43
| -0.9% | -$3.88K | 0.11% | 85 |
|
|
2024
Q2 | $368K | Buy |
4,785
+63
| +1% | +$4.85K | 0.11% | 93 |
|
|
2024
Q1 | $336K | Sell |
4,722
-224
| -5% | -$15.9K | 0.1% | 107 |
|
|
2023
Q4 | $347K | Sell |
4,946
-127
| -3% | -$8.91K | 0.11% | 100 |
|
|
2023
Q3 | $328K | Sell |
5,073
-21
| -0.4% | -$1.36K | 0.11% | 97 |
|
|
2023
Q2 | $358K | Sell |
5,094
-117
| -2% | -$8.22K | 0.12% | 93 |
|
|
2023
Q1 | $363K | Sell |
5,211
-64
| -1% | -$4.45K | 0.12% | 97 |
|
|
2022
Q4 | $377K | Buy |
5,275
+15
| +0.3% | +$1.07K | 0.13% | 97 |
|
|
2022
Q3 | $358K | Buy |
5,260
+376
| +8% | +$25.6K | 0.14% | 93 |
|
|
2022
Q2 | $357K | Buy |
4,884
+344
| +8% | +$25.1K | 0.13% | 97 |
|
|
2022
Q1 | $329K | Buy |
4,540
+1,217
| +37% | +$88.2K | 0.12% | 110 |
|
|
2021
Q4 | $228K | Buy |
3,323
+809
| +32% | +$55.5K | 0.08% | 165 |
|
|
2021
Q3 | $156K | Hold |
2,514
| – | – | 0.06% | 210 |
|
|
2021
Q2 | $152K | Hold |
2,514
| – | – | 0.08% | 183 |
|
|
2021
Q1 | $156K | Buy |
2,514
+150
| +6% | +$9.31K | 0.09% | 162 |
|
|
2020
Q4 | $145K | Buy |
2,364
+560
| +31% | +$34.3K | 0.09% | 158 |
|
|
2020
Q3 | $98K | Hold |
1,804
| – | – | 0.07% | 210 |
|
|
2020
Q2 | $94K | Buy |
1,804
+353
| +24% | +$18.4K | 0.07% | 207 |
|
|
2020
Q1 | $79K | Buy |
+1,451
| New | +$79K | 0.08% | 171 |
|