Mercer Global Advisors’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 | $22.2M | Sell |
241,471
-281
| -0.1% | -$25.8K | 0.05% | 207 |
|
|
2025
Q1 | $22.2M | Buy |
241,752
+6,152
| +3% | +$566K | 0.05% | 204 |
|
|
2024
Q4 | $19.4M | Sell |
235,600
-20,638
| -8% | -$1.7M | 0.05% | 218 |
|
|
2024
Q3 | $23.3M | Buy |
256,238
+4,761
| +2% | +$432K | 0.05% | 194 |
|
|
2024
Q2 | $17.5M | Buy |
251,477
+15,362
| +7% | +$1.07M | 0.05% | 210 |
|
|
2024
Q1 | $17M | Buy |
236,115
+61,510
| +35% | +$4.42M | 0.05% | 218 |
|
|
2023
Q4 | $12.2M | Buy |
174,605
+4,413
| +3% | +$309K | 0.04% | 268 |
|
|
2023
Q3 | $11M | Buy |
170,192
+9,429
| +6% | +$610K | 0.04% | 255 |
|
|
2023
Q2 | $11.3M | Buy |
160,763
+10,226
| +7% | +$718K | 0.04% | 261 |
|
|
2023
Q1 | $10.5M | Buy |
150,537
+18,412
| +14% | +$1.28M | 0.05% | 261 |
|
|
2022
Q4 | $9.44M | Buy |
132,125
+10,796
| +9% | +$771K | 0.05% | 277 |
|
|
2022
Q3 | $8.25M | Buy |
121,329
+15,977
| +15% | +$1.09M | 0.05% | 265 |
|
|
2022
Q2 | $7.51M | Buy |
105,352
+15,674
| +17% | +$1.12M | 0.05% | 272 |
|
|
2022
Q1 | $6.5M | Buy |
89,678
+1,388
| +2% | +$101K | 0.04% | 318 |
|
|
2021
Q4 | $6.06M | Sell |
88,290
-346
| -0.4% | -$23.7K | 0.04% | 327 |
|
|
2021
Q3 | $5.49M | Buy |
88,636
+14,642
| +20% | +$907K | 0.04% | 325 |
|
|
2021
Q2 | $4.48M | Sell |
73,994
-3,187
| -4% | -$193K | 0.03% | 346 |
|
|
2021
Q1 | $4.8M | Buy |
77,181
+36,080
| +88% | +$2.24M | 0.04% | 304 |
|
|
2020
Q4 | $2.53M | Sell |
41,101
-7,734
| -16% | -$475K | 0.03% | 370 |
|
|
2020
Q3 | $2.65M | Buy |
48,835
+5,368
| +12% | +$291K | 0.04% | 313 |
|
|
2020
Q2 | $2.25M | Sell |
43,467
-506
| -1% | -$26.2K | 0.04% | 303 |
|
|
2020
Q1 | $2.38M | Sell |
43,973
-31,101
| -41% | -$1.68M | 0.05% | 290 |
|
|
2019
Q4 | $4.78M | Sell |
75,074
-8,848
| -11% | -$564K | 0.1% | 178 |
|
|
2019
Q3 | $5.18M | Sell |
83,922
-8,234
| -9% | -$509K | 0.12% | 148 |
|
|
2019
Q2 | $5.09M | Buy |
92,156
+690
| +0.8% | +$38.1K | 0.14% | 135 |
|
|
2019
Q1 | $4.73M | Buy |
+91,466
| New | +$4.73M | 0.17% | 111 |
|