MIC
Means Investment Company’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
9,878
+26
| +0.3% | +$2.39K | 0.09% | 94 |
|
|
2025
Q1 | $906K | Sell |
9,852
-4,139
| -30% | -$381K | 0.1% | 92 |
|
|
2024
Q4 | $1.15M | Buy |
13,991
+377
| +3% | +$31K | 0.12% | 89 |
|
|
2024
Q3 | $1.23M | Sell |
13,614
-399
| -3% | -$36K | 0.14% | 83 |
|
|
2024
Q2 | $1.09M | Sell |
14,013
-1,825
| -12% | -$142K | 0.13% | 86 |
|
|
2024
Q1 | $1.14M | Sell |
15,838
-1,386
| -8% | -$99.4K | 0.15% | 84 |
|
|
2023
Q4 | $1.21M | Sell |
17,224
-459
| -3% | -$32.2K | 0.17% | 82 |
|
|
2023
Q3 | $1.14M | Sell |
17,683
-483
| -3% | -$31.3K | 0.19% | 85 |
|
|
2023
Q2 | $1.28M | Sell |
18,166
-196
| -1% | -$13.8K | 0.2% | 85 |
|
|
2023
Q1 | $1.28M | Buy |
18,362
+410
| +2% | +$28.5K | 0.22% | 85 |
|
|
2022
Q4 | $1.28M | Buy |
17,952
+9,455
| +111% | +$675K | 0.26% | 79 |
|
|
2022
Q3 | $578K | Buy |
8,497
+117
| +1% | +$7.96K | 0.13% | 102 |
|
|
2022
Q2 | $598K | Buy |
8,380
+207
| +3% | +$14.8K | 0.13% | 101 |
|
|
2022
Q1 | $593K | Buy |
8,173
+1,625
| +25% | +$118K | 0.11% | 105 |
|
|
2021
Q4 | $449K | Sell |
6,548
-418
| -6% | -$28.7K | 0.08% | 124 |
|
|
2021
Q3 | $432K | Buy |
6,966
+484
| +7% | +$30K | 0.09% | 119 |
|
|
2021
Q2 | $392K | Buy |
6,482
+105
| +2% | +$6.35K | 0.08% | 135 |
|
|
2021
Q1 | $396K | Sell |
6,377
-789
| -11% | -$49K | 0.09% | 120 |
|
|
2020
Q4 | $439K | Buy |
7,166
+735
| +11% | +$45K | 0.1% | 113 |
|
|
2020
Q3 | $386K | Sell |
6,431
-161
| -2% | -$9.66K | 0.11% | 104 |
|
|
2020
Q2 | $357K | Sell |
6,592
-23
| -0.3% | -$1.25K | 0.11% | 98 |
|
|
2020
Q1 | $377K | Buy |
6,615
+81
| +1% | +$4.62K | 0.15% | 84 |
|
|
2019
Q4 | $440K | Buy |
6,534
+380
| +6% | +$25.6K | 0.15% | 91 |
|
|
2019
Q3 | $380K | Buy |
6,154
+1,261
| +26% | +$77.9K | 0.14% | 99 |
|
|
2019
Q2 | $277K | Sell |
4,893
-543
| -10% | -$30.7K | 0.11% | 121 |
|
|
2019
Q1 | $281K | Buy |
+5,436
| New | +$281K | 0.12% | 116 |
|