Mechanics Financial Corp’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
8,913
+100
| +1% | +$9.18K | 0.35% | 63 |
|
|
2025
Q1 | $810K | Sell |
8,813
-35
| -0.4% | -$3.22K | 0.37% | 62 |
|
|
2024
Q4 | $728K | Sell |
8,848
-50
| -0.6% | -$4.12K | 0.33% | 65 |
|
|
2024
Q3 | $802K | Buy |
8,898
+379
| +4% | +$34.2K | 0.35% | 62 |
|
|
2024
Q2 | $661K | Buy |
8,519
+10
| +0.1% | +$776 | 0.34% | 66 |
|
|
2024
Q1 | $610K | Hold |
8,509
| – | – | 0.32% | 75 |
|
|
2023
Q4 | $597K | Sell |
8,509
-50
| -0.6% | -$3.51K | 0.34% | 64 |
|
|
2023
Q3 | $554K | Hold |
8,559
| – | – | 0.3% | 62 |
|
|
2023
Q2 | $601K | Buy |
8,559
+1,191
| +16% | +$83.7K | 0.33% | 59 |
|
|
2023
Q1 | $513K | Sell |
7,368
-742
| -9% | -$51.6K | 0.3% | 63 |
|
|
2022
Q4 | $579K | Buy |
8,110
+1,484
| +22% | +$106K | 0.35% | 58 |
|
|
2022
Q3 | $451K | Sell |
6,626
-100
| -1% | -$6.81K | 0.29% | 65 |
|
|
2022
Q2 | $480K | Hold |
6,726
| – | – | 0.29% | 63 |
|
|
2022
Q1 | $488K | Hold |
6,726
| – | – | 0.25% | 69 |
|
|
2021
Q4 | $461K | Buy |
+6,726
| New | +$461K | 0.22% | 71 |
|