MFA
Mayflower Financial Advisors’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235K | Sell |
2,559
-7
| -0.3% | -$643 | 0.03% | 365 |
|
2025
Q1 | $236K | Buy |
2,566
+23
| +0.9% | +$2.12K | 0.04% | 349 |
|
2024
Q4 | $209K | Buy |
2,543
+98
| +4% | +$8.07K | 0.03% | 365 |
|
2024
Q3 | $221K | Sell |
2,445
-548
| -18% | -$49.4K | 0.03% | 346 |
|
2024
Q2 | $232K | Sell |
2,993
-202
| -6% | -$15.7K | 0.04% | 315 |
|
2024
Q1 | $229K | Sell |
3,195
-100,015
| -97% | -$7.18M | 0.04% | 322 |
|
2023
Q4 | $7.24M | Buy |
103,210
+257
| +0.2% | +$18K | 1% | 22 |
|
2023
Q3 | $6.66M | Sell |
102,953
-159
| -0.2% | -$10.3K | 1% | 23 |
|
2023
Q2 | $7.24M | Buy |
103,112
+2
| +0% | +$141 | 0.94% | 25 |
|
2023
Q1 | $7.17M | Buy |
103,110
+89
| +0.1% | +$6.19K | 0.94% | 25 |
|
2022
Q4 | $7.36M | Sell |
103,021
-175
| -0.2% | -$12.5K | 1.02% | 23 |
|
2022
Q3 | $7.02M | Buy |
103,196
+6
| +0% | +$408 | 1.13% | 23 |
|
2022
Q2 | $7.36M | Buy |
103,190
+53
| +0.1% | +$3.78K | 1.13% | 22 |
|
2022
Q1 | $7.48M | Buy |
103,137
+64
| +0.1% | +$4.64K | 1.01% | 24 |
|
2021
Q4 | $7.07M | Sell |
103,073
-124
| -0.1% | -$8.5K | 0.94% | 26 |
|
2021
Q3 | $6.5M | Buy |
103,197
+38
| +0% | +$2.39K | 0.88% | 29 |
|
2021
Q2 | $6.24M | Buy |
103,159
+3
| +0% | +$182 | 0.86% | 27 |
|
2021
Q1 | $6.41M | Buy |
103,156
+2
| +0% | +$124 | 0.95% | 24 |
|
2020
Q4 | $6.34M | Buy |
+103,154
| New | +$6.34M | 1.09% | 24 |
|