Meridian Investment Counsel’s Southern Company SO Stock Holding History

Meridian Investment Counsel’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$349K	Hold	3,802	–	–	0.1%	168
2025 Q1	$350K	Hold	3,802	–	–	0.1%	162
2024 Q4	$313K	Hold	3,802	–	–	0.09%	175
2024 Q3	$343K	Hold	3,802	–	–	0.1%	161
2024 Q2	$295K	Hold	3,802	–	–	0.09%	176
2024 Q1	$273K	Hold	3,802	–	–	0.09%	183
2023 Q4	$267K	Hold	3,802	–	–	0.09%	183
2023 Q3	$246K	Hold	3,802	–	–	0.09%	182
2023 Q2	$267K	Hold	3,802	–	–	0.1%	182
2023 Q1	$265K	Hold	3,802	–	–	0.1%	179
2022 Q4	$272K	Hold	3,802	–	–	0.11%	172
2022 Q3	$259K	Sell	3,802 -400	-10%	-$27.2K	0.12%	169
2022 Q2	$300K	Hold	4,202	–	–	0.12%	159
2022 Q1	$305K	Hold	4,202	–	–	0.11%	173
2021 Q4	$288K	Hold	4,202	–	–	0.1%	175
2021 Q3	$260K	Hold	4,202	–	–	0.09%	178
2021 Q2	$254K	Hold	4,202	–	–	0.09%	174
2021 Q1	$261K	Hold	4,202	–	–	0.1%	163
2020 Q4	$258K	Hold	4,202	–	–	0.11%	157
2020 Q3	$228K	Hold	4,202	–	–	0.11%	153
2020 Q2	$218K	Hold	4,202	–	–	0.11%	156
2020 Q1	$227K	Hold	4,202	–	–	0.15%	140
2019 Q4	$268K	Hold	4,202	–	–	0.13%	149
2019 Q3	$260K	Hold	4,202	–	–	0.14%	146
2019 Q2	$232K	Hold	4,202	–	–	0.13%	150
2019 Q1	$217K	Buy	+4,202	New	+$217K	0.13%	151
2018 Q1	–	Sell	-4,243	Closed	-$204K	–	191
2017 Q4	$204K	Hold	4,243	–	–	0.11%	170
2017 Q3	$209K	Hold	4,243	–	–	0.12%	166
2017 Q2	$203K	Hold	4,243	–	–	0.12%	163
2017 Q1	$211K	Hold	4,243	–	–	0.13%	160
2016 Q4	$209K	Sell	4,243 -209	-5%	-$10.3K	0.14%	153
2016 Q3	$228K	Hold	4,452	–	–	0.15%	143
2016 Q2	$239K	Hold	4,452	–	–	0.16%	142
2016 Q1	$230K	Hold	4,452	–	–	0.16%	142
2015 Q4	$208K	Buy	+4,452	New	+$208K	0.15%	150
2015 Q2	–	Sell	-4,952	Closed	-$219K	–	156
2015 Q1	$219K	Hold	4,952	–	–	0.15%	141
2014 Q4	$243K	Hold	4,952	–	–	0.18%	133
2014 Q3	$216K	Hold	4,952	–	–	0.16%	135
2014 Q2	$225K	Hold	4,952	–	–	0.17%	135
2014 Q1	$218K	Hold	4,952	–	–	0.19%	130
2013 Q4	$204K	Buy	+4,952	New	+$204K	0.17%	131