MBM Wealth Consultants’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 | $420K | Buy |
4,575
+189
| +4% | +$17.4K | 0.11% | 78 |
|
|
2025
Q1 | $403K | Buy |
4,386
+525
| +14% | +$48.3K | 0.12% | 73 |
|
|
2024
Q4 | $317K | Buy |
3,861
+255
| +7% | +$20.9K | 0.09% | 84 |
|
|
2024
Q3 | $325K | Sell |
3,606
-5
| -0.1% | -$451 | 0.1% | 79 |
|
|
2024
Q2 | $282K | Buy |
3,611
+1
| +0% | +$78 | 0.1% | 80 |
|
|
2024
Q1 | $259K | Sell |
3,610
-56
| -2% | -$4.02K | 0.09% | 89 |
|
|
2023
Q4 | $254K | Buy |
3,666
+18
| +0.5% | +$1.25K | 0.09% | 89 |
|
|
2023
Q3 | $243K | Buy |
3,648
+217
| +6% | +$14.4K | 0.11% | 91 |
|
|
2023
Q2 | $246K | Buy |
3,431
+1,516
| +79% | +$109K | 0.11% | 90 |
|
|
2023
Q1 | $210K | Hold |
1,915
| – | – | 0.09% | 93 |
|
|
2022
Q4 | $138K | Buy |
1,915
+469
| +32% | +$33.8K | 0.06% | 117 |
|
|
2022
Q3 | $101K | Buy |
1,446
+344
| +31% | +$24K | 0.05% | 111 |
|
|
2022
Q2 | $79K | Buy |
1,102
+35
| +3% | +$2.51K | 0.04% | 127 |
|
|
2022
Q1 | $77K | Buy |
1,067
+292
| +38% | +$21.1K | 0.03% | 150 |
|
|
2021
Q4 | $53K | Buy |
775
+310
| +67% | +$21.2K | 0.02% | 153 |
|
|
2021
Q3 | $29K | Buy |
465
+68
| +17% | +$4.24K | 0.01% | 186 |
|
|
2021
Q2 | $24K | Buy |
397
+52
| +15% | +$3.14K | 0.01% | 187 |
|
|
2021
Q1 | $21K | Buy |
+345
| New | +$21K | 0.01% | 191 |
|
|
2020
Q1 | – | Sell |
-168
| Closed | -$11K | – | 210 |
|
|
2019
Q4 | $11K | Hold |
168
| – | – | 0.01% | 171 |
|
|
2019
Q3 | $10K | Sell |
168
-165
| -50% | -$9.82K | 0.01% | 168 |
|
|
2019
Q2 | $18K | Buy |
+333
| New | +$18K | 0.02% | 150 |
|