Mendel Money 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 | $926K | Sell |
10,089
-100
| -1% | -$9.18K | 0.41% | 65 |
|
|
2025
Q1 | $937K | Buy |
10,189
+33
| +0.3% | +$3.03K | 0.44% | 64 |
|
|
2024
Q4 | $836K | Sell |
10,156
-35
| -0.3% | -$2.88K | 0.37% | 66 |
|
|
2024
Q3 | $919K | Hold |
10,191
| – | – | 0.4% | 67 |
|
|
2024
Q2 | $791K | Buy |
10,191
+90
| +0.9% | +$6.98K | 0.37% | 65 |
|
|
2024
Q1 | $725K | Buy |
10,101
+418
| +4% | +$30K | 0.34% | 72 |
|
|
2023
Q4 | $679K | Buy |
9,683
+70
| +0.7% | +$4.91K | 0.33% | 70 |
|
|
2023
Q3 | $622K | Buy |
9,613
+1,100
| +13% | +$71.2K | 0.33% | 67 |
|
|
2023
Q2 | $598K | Buy |
8,513
+160
| +2% | +$11.2K | 0.31% | 65 |
|
|
2023
Q1 | $581K | Buy |
8,353
+37
| +0.4% | +$2.57K | 0.31% | 67 |
|
|
2022
Q4 | $594K | Buy |
8,316
+15
| +0.2% | +$1.07K | 0.34% | 65 |
|
|
2022
Q3 | $564K | Buy |
8,301
+2,175
| +36% | +$148K | 0.35% | 60 |
|
|
2022
Q2 | $437K | Sell |
6,126
-1,970
| -24% | -$141K | 0.26% | 68 |
|
|
2022
Q1 | $587K | Buy |
+8,096
| New | +$587K | 0.29% | 69 |
|