McRae Capital 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 | $2.9M | Buy |
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|
2025
Q2 | $2.81M | Hold |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $2.85M | Sell |
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|
2024
Q3 | $3.17M | Buy |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $2.47M | Sell |
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|
2023
Q2 | $2.74M | Hold |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $3.01M | Sell |
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|
2022
Q2 | $4.09M | Sell |
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|
2022
Q1 | $4.64M | Sell |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q3 | $4.61M | Buy |
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|
2021
Q2 | $4.3M | Buy |
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|
2021
Q1 | $4.42M | Buy |
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|
2020
Q4 | $3.48M | Buy |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $662K | Hold |
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|
2020
Q1 | $691K | Buy |
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|
2019
Q4 | $752K | Sell |
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|
2019
Q3 | $828K | Sell |
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|
2019
Q2 | $807K | Sell |
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|
2019
Q1 | $765K | Sell |
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|
2018
Q4 | $729K | Sell |
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|
2018
Q3 | $737K | Sell |
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|
2018
Q2 | $847K | Hold |
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|
2018
Q1 | $817K | Hold |
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|
2017
Q4 | $880K | Sell |
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|
2017
Q3 | $939K | Sell |
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|
2017
Q2 | $1.02M | Sell |
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|
2017
Q1 | $1.06M | Hold |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.45M | Sell |
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|
2016
Q1 | $1.67M | Buy |
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|
2015
Q4 | $1.47M | Hold |
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|
2015
Q3 | $1.41M | Buy |
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|
2015
Q2 | $1.31M | Hold |
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|
2015
Q1 | $1.38M | Sell |
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|
2014
Q4 | $1.68M | Hold |
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|
2014
Q3 | $1.5M | Sell |
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|
2014
Q2 | $1.57M | Hold |
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|
2014
Q1 | $1.52M | Sell |
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|
2013
Q4 | $1.44M | Sell |
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|
2013
Q3 | $1.45M | Sell |
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|
2013
Q2 | $1.56M | Buy |
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