MBA Advisors’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 | $203K | Hold |
2,213
| – | – | 0.09% | 132 |
|
|
2025
Q1 | $203K | Buy |
+2,213
| New | +$203K | 0.1% | 130 |
|
|
2024
Q4 | – | Sell |
-2,426
| Closed | -$219K | – | 136 |
|
|
2024
Q3 | $219K | Buy |
+2,426
| New | +$219K | 0.11% | 123 |
|
|
2024
Q1 | – | Sell |
-2,971
| Closed | -$208K | – | 131 |
|
|
2023
Q4 | $208K | Buy |
+2,971
| New | +$208K | 0.12% | 120 |
|
|
2023
Q3 | – | Sell |
-2,971
| Closed | -$209K | – | 122 |
|
|
2023
Q2 | $209K | Sell |
2,971
-1,441
| -33% | -$101K | 0.12% | 116 |
|
|
2023
Q1 | $307K | Hold |
4,412
| – | – | 0.19% | 96 |
|
|
2022
Q4 | $315K | Hold |
4,412
| – | – | 0.21% | 93 |
|
|
2022
Q3 | $300K | Hold |
4,412
| – | – | 0.22% | 91 |
|
|
2022
Q2 | $315K | Hold |
4,412
| – | – | 0.22% | 93 |
|
|
2022
Q1 | $320K | Sell |
4,412
-1,000
| -18% | -$72.5K | 0.2% | 107 |
|
|
2021
Q4 | $371K | Hold |
5,412
| – | – | 0.23% | 101 |
|
|
2021
Q3 | $335K | Hold |
5,412
| – | – | 0.25% | 97 |
|
|
2021
Q2 | $327 | Hold |
5,412
| – | – | 0.15% | 97 |
|
|
2021
Q1 | $336 | Buy |
+5,412
| New | +$336 | 0.18% | 95 |
|