Mendel Money Management’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 | $956K | Sell |
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|
2025
Q2 | $926K | Sell |
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|
2025
Q1 | $937K | Buy |
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|
2024
Q4 | $836K | Sell |
|
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|
2024
Q3 | $919K | Hold |
|
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $725K | Buy |
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|
2023
Q4 | $679K | Buy |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $594K | Buy |
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|
2022
Q3 | $564K | Buy |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $587K | Buy |
|