MCF 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 | $222K | Buy |
2,414
+560
| +30% | +$51.4K | 0.01% | 225 |
|
|
2025
Q1 | $170K | Sell |
1,854
-37
| -2% | -$3.4K | 0.01% | 244 |
|
|
2024
Q4 | $156K | Hold |
1,891
| – | – | 0.01% | 262 |
|
|
2024
Q3 | $171K | Hold |
1,891
| – | – | 0.01% | 248 |
|
|
2024
Q2 | $147K | Hold |
1,891
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $136K | Hold |
1,891
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $133K | Sell |
1,891
-150
| -7% | -$10.5K | 0.01% | 266 |
|
|
2023
Q3 | $132K | Buy |
2,041
+500
| +32% | +$32.4K | 0.01% | 252 |
|
|
2023
Q2 | $108K | Hold |
1,541
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $107K | Sell |
1,541
-1,574
| -51% | -$110K | 0.01% | 271 |
|
|
2022
Q4 | $222K | Sell |
3,115
-642
| -17% | -$45.8K | 0.02% | 200 |
|
|
2022
Q3 | $255K | Buy |
3,757
+5
| +0.1% | +$339 | 0.03% | 177 |
|
|
2022
Q2 | $268K | Buy |
3,752
+788
| +27% | +$56.3K | 0.03% | 159 |
|
|
2022
Q1 | $215K | Buy |
+2,964
| New | +$215K | 0.02% | 187 |
|
|
2021
Q4 | – | Sell |
-2,964
| Closed | -$184K | – | 586 |
|
|
2021
Q3 | $184K | Buy |
2,964
+36
| +1% | +$2.24K | 0.02% | 189 |
|
|
2021
Q2 | $177K | Buy |
2,928
+1,574
| +116% | +$95.2K | 0.02% | 182 |
|
|
2021
Q1 | $84K | Hold |
1,354
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $83K | Hold |
1,354
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $73K | Hold |
1,354
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $70K | Sell |
1,354
-12
| -0.9% | -$620 | 0.01% | 208 |
|
|
2020
Q1 | $74K | Buy |
1,366
+208
| +18% | +$11.3K | 0.01% | 201 |
|
|
2019
Q4 | $74K | Hold |
1,158
| – | – | 0.01% | 212 |
|
|
2019
Q3 | $72K | Hold |
1,158
| – | – | 0.01% | 209 |
|
|
2019
Q2 | $64K | Hold |
1,158
| – | – | 0.01% | 212 |
|
|
2019
Q1 | $60K | Sell |
1,158
-384
| -25% | -$19.9K | 0.01% | 210 |
|
|
2018
Q4 | $68K | Buy |
1,542
+24
| +2% | +$1.06K | 0.01% | 196 |
|
|
2018
Q3 | $66K | Buy |
1,518
+5
| +0.3% | +$217 | 0.01% | 197 |
|
|
2018
Q2 | $70K | Sell |
1,513
-1,225
| -45% | -$56.7K | 0.01% | 189 |
|
|
2018
Q1 | $122K | Buy |
2,738
+4
| +0.1% | +$178 | 0.02% | 150 |
|
|
2017
Q4 | $131K | Sell |
2,734
-66
| -2% | -$3.16K | 0.02% | 151 |
|
|
2017
Q3 | $138K | Buy |
2,800
+4
| +0.1% | +$197 | 0.03% | 146 |
|
|
2017
Q2 | $134K | Buy |
2,796
+4
| +0.1% | +$192 | 0.03% | 139 |
|
|
2017
Q1 | $139K | Buy |
2,792
+1,217
| +77% | +$60.6K | 0.03% | 134 |
|
|
2016
Q4 | $77K | Buy |
1,575
+4
| +0.3% | +$196 | 0.02% | 174 |
|
|
2016
Q3 | $81K | Sell |
1,571
-976
| -38% | -$50.3K | 0.02% | 162 |
|
|
2016
Q2 | $137K | Buy |
2,547
+4
| +0.2% | +$215 | 0.03% | 128 |
|
|
2016
Q1 | $132K | Buy |
2,543
+1,199
| +89% | +$62.2K | 0.03% | 117 |
|
|
2015
Q4 | $63K | Buy |
1,344
+36
| +3% | +$1.69K | 0.02% | 157 |
|
|
2015
Q3 | $58K | Buy |
1,308
+4
| +0.3% | +$177 | 0.01% | 168 |
|
|
2015
Q2 | $55K | Buy |
1,304
+4
| +0.3% | +$169 | 0.01% | 176 |
|
|
2015
Q1 | $58K | Buy |
1,300
+4
| +0.3% | +$178 | 0.01% | 177 |
|
|
2014
Q4 | $64K | Sell |
1,296
-484
| -27% | -$23.9K | 0.02% | 166 |
|
|
2014
Q3 | $78K | Sell |
1,780
-392
| -18% | -$17.2K | 0.02% | 154 |
|
|
2014
Q2 | $95K | Sell |
2,172
-1,359
| -38% | -$59.4K | 0.03% | 136 |
|
|
2014
Q1 | $155K | Buy |
3,531
+1,235
| +54% | +$54.2K | 0.05% | 108 |
|
|
2013
Q4 | $101K | Sell |
2,296
-32
| -1% | -$1.41K | 0.04% | 132 |
|
|
2013
Q3 | $102K | Buy |
2,328
+86
| +4% | +$3.77K | 0.06% | 126 |
|
|
2013
Q2 | $99K | Buy |
+2,242
| New | +$99K | 0.06% | 119 |
|