McLean Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $743K | Sell |
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|
2025
Q2 | $710K | Buy |
|
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|
2025
Q1 | $671K | Sell |
|
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|
2024
Q4 | $647K | Buy |
|
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|
2024
Q3 | $709K | Buy |
|
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|
2024
Q2 | $616K | Buy |
|
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|
2024
Q1 | $539K | Buy |
|
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|
2023
Q4 | $546K | Sell |
|
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|
2023
Q3 | $507K | Hold |
|
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|
2023
Q2 | $536K | Buy |
|
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|
2023
Q1 | $530K | Sell |
|
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|
2022
Q4 | $550K | Buy |
|
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|
2022
Q3 | $493K | Hold |
|
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|
2022
Q2 | $549K | Buy |
|
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|
2022
Q1 | $556K | Buy |
|
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $488K | Buy |
|