Meeder Asset Management’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 | $92 | Hold |
1
| – | – | ﹤0.01% | 833 |
|
|
2025
Q1 | $92 | Sell |
1
-536
| -100% | -$49.3K | ﹤0.01% | 892 |
|
|
2024
Q4 | $44.2K | Buy |
+537
| New | +$44.2K | ﹤0.01% | 378 |
|
|
2022
Q4 | – | Sell |
-20,155
| Closed | -$1.37M | – | 1821 |
|
|
2022
Q3 | $1.37M | Buy |
20,155
+3,050
| +18% | +$207K | 0.08% | 195 |
|
|
2022
Q2 | $1.22M | Buy |
17,105
+3,633
| +27% | +$259K | 0.07% | 219 |
|
|
2022
Q1 | $977K | Buy |
+13,472
| New | +$977K | 0.05% | 265 |
|
|
2021
Q4 | – | Sell |
-12,941
| Closed | -$802K | – | 2168 |
|
|
2021
Q3 | $802K | Buy |
12,941
+1,791
| +16% | +$111K | 0.04% | 309 |
|
|
2021
Q2 | $675K | Buy |
11,150
+1,989
| +22% | +$120K | 0.03% | 369 |
|
|
2021
Q1 | $569K | Buy |
9,161
+3,016
| +49% | +$187K | 0.03% | 414 |
|
|
2020
Q4 | $377K | Buy |
6,145
+1,690
| +38% | +$104K | 0.08% | 195 |
|
|
2020
Q3 | $242K | Sell |
4,455
-6,621
| -60% | -$360K | 0.02% | 561 |
|
|
2020
Q2 | $574K | Sell |
11,076
-49,192
| -82% | -$2.55M | 0.04% | 336 |
|
|
2020
Q1 | $3.26M | Buy |
60,268
+51,562
| +592% | +$2.79M | 0.25% | 88 |
|
|
2019
Q4 | $555K | Buy |
8,706
+7,354
| +544% | +$469K | 0.03% | 398 |
|
|
2019
Q3 | $84K | Buy |
1,352
+84
| +7% | +$5.22K | 0.01% | 853 |
|
|
2019
Q2 | $70K | Buy |
1,268
+1,241
| +4,596% | +$68.5K | ﹤0.01% | 853 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1642 |
|
|
2016
Q3 | – | Sell |
-18,247
| Closed | -$979K | – | 929 |
|
|
2016
Q2 | $979K | Buy |
18,247
+3,757
| +26% | +$202K | 0.09% | 241 |
|
|
2016
Q1 | $749K | Buy |
+14,490
| New | +$749K | 0.07% | 276 |
|