MAM
McLean Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
7,794
+65
| +0.8% | +$5.93K | 0.19% | 69 |
|
|
2025
Q1 | $671K | Sell |
7,729
-128
| -2% | -$11.1K | 0.22% | 58 |
|
|
2024
Q4 | $647K | Buy |
7,857
+2
| +0% | +$165 | 0.19% | 66 |
|
|
2024
Q3 | $709K | Buy |
7,855
+1
| +0% | +$90 | 0.21% | 62 |
|
|
2024
Q2 | $616K | Buy |
7,854
+216
| +3% | +$16.9K | 0.2% | 64 |
|
|
2024
Q1 | $539K | Buy |
7,638
+15
| +0.2% | +$1.06K | 0.18% | 65 |
|
|
2023
Q4 | $546K | Sell |
7,623
-2
| -0% | -$143 | 0.2% | 61 |
|
|
2023
Q3 | $507K | Hold |
7,625
| – | – | 0.21% | 61 |
|
|
2023
Q2 | $536K | Buy |
7,625
+4
| +0.1% | +$281 | 0.21% | 57 |
|
|
2023
Q1 | $530K | Sell |
7,621
-77
| -1% | -$5.36K | 0.22% | 55 |
|
|
2022
Q4 | $550K | Buy |
7,698
+16
| +0.2% | +$1.14K | 0.19% | 60 |
|
|
2022
Q3 | $493K | Hold |
7,682
| – | – | 0.19% | 58 |
|
|
2022
Q2 | $549K | Buy |
7,682
+20
| +0.3% | +$1.43K | 0.22% | 51 |
|
|
2022
Q1 | $556K | Buy |
7,662
+27
| +0.4% | +$1.96K | 0.41% | 45 |
|
|
2021
Q4 | $517K | Sell |
7,635
-83
| -1% | -$5.62K | 0.2% | 53 |
|
|
2021
Q3 | $488K | Buy |
+7,718
| New | +$488K | 0.19% | 56 |
|