Mechanics Financial Corp’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 | $845K | Hold |
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|
2025
Q2 | $818K | Buy |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $554K | Hold |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $480K | Hold |
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|
2022
Q1 | $488K | Hold |
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|
2021
Q4 | $461K | Buy |
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