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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