MGAM
McGowan Group Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
4,758
+2
| +0% | +$184 | 0.06% | 89 |
|
|
2025
Q1 | $437K | Buy |
4,756
+76
| +2% | +$6.99K | 0.06% | 83 |
|
|
2024
Q4 | $385K | Buy |
4,680
+2
| +0% | +$165 | 0.05% | 94 |
|
|
2024
Q3 | $422K | Buy |
4,678
+1
| +0% | +$90 | 0.06% | 85 |
|
|
2024
Q2 | $363K | Buy |
4,677
+45
| +1% | +$3.49K | 0.05% | 91 |
|
|
2024
Q1 | $332K | Buy |
4,632
+3
| +0.1% | +$215 | 0.05% | 99 |
|
|
2023
Q4 | $325K | Buy |
4,629
+2
| +0% | +$140 | 0.05% | 101 |
|
|
2023
Q3 | $299K | Buy |
4,627
+102
| +2% | +$6.6K | 0.05% | 100 |
|
|
2023
Q2 | $318K | Buy |
4,525
+43
| +1% | +$3.02K | 0.05% | 110 |
|
|
2023
Q1 | $312K | Buy |
4,482
+46
| +1% | +$3.2K | 0.05% | 106 |
|
|
2022
Q4 | $317K | Buy |
4,436
+42
| +1% | +$3K | 0.05% | 103 |
|
|
2022
Q3 | $299K | Buy |
4,394
+36
| +0.8% | +$2.45K | 0.05% | 90 |
|
|
2022
Q2 | $311K | Buy |
4,358
+1
| +0% | +$71 | 0.05% | 92 |
|
|
2022
Q1 | $316K | Buy |
4,357
+1
| +0% | +$73 | 0.05% | 95 |
|
|
2021
Q4 | $299K | Buy |
4,356
+1
| +0% | +$69 | 0.05% | 98 |
|
|
2021
Q3 | $270K | Sell |
4,355
-1,099
| -20% | -$68.1K | 0.05% | 93 |
|
|
2021
Q2 | $330K | Buy |
+5,454
| New | +$330K | 0.05% | 88 |
|