Mawer Investment Management’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 | $76.8M | Sell |
836,480
-49,211
| -6% | -$4.52M | 0.39% | 54 |
|
|
2025
Q1 | $81.4M | Sell |
885,691
-31,583
| -3% | -$2.9M | 0.39% | 54 |
|
|
2024
Q4 | $75.5M | Sell |
917,274
-168,901
| -16% | -$13.9M | 0.34% | 57 |
|
|
2024
Q3 | $98M | Buy |
1,086,175
+139,712
| +15% | +$12.6M | 0.45% | 47 |
|
|
2024
Q2 | $73.4M | Sell |
946,463
-12,720
| -1% | -$987K | 0.35% | 52 |
|
|
2024
Q1 | $68.8M | Buy |
959,183
+146,111
| +18% | +$10.5M | 0.32% | 57 |
|
|
2023
Q4 | $57M | Buy |
813,072
+12,849
| +2% | +$901K | 0.29% | 61 |
|
|
2023
Q3 | $51.8M | Sell |
800,223
-14,697
| -2% | -$951K | 0.28% | 68 |
|
|
2023
Q2 | $57.2M | Sell |
814,920
-6,387
| -0.8% | -$449K | 0.3% | 61 |
|
|
2023
Q1 | $57.1M | Buy |
821,307
+2,068
| +0.3% | +$144K | 0.31% | 59 |
|
|
2022
Q4 | $58.5M | Buy |
819,239
+5,174
| +0.6% | +$369K | 0.33% | 57 |
|
|
2022
Q3 | $55.4M | Buy |
814,065
+139,287
| +21% | +$9.47M | 0.34% | 54 |
|
|
2022
Q2 | $48.1M | Buy |
674,778
+953
| +0.1% | +$68K | 0.27% | 62 |
|
|
2022
Q1 | $48.9M | Buy |
673,825
+4,675
| +0.7% | +$339K | 0.23% | 66 |
|
|
2021
Q4 | $45.9M | Buy |
669,150
+115,528
| +21% | +$7.92M | 0.21% | 69 |
|
|
2021
Q3 | $34.3M | Buy |
553,622
+1,878
| +0.3% | +$116K | 0.16% | 82 |
|
|
2021
Q2 | $33.4M | Buy |
+551,744
| New | +$33.4M | 0.17% | 81 |
|