MFG
Merit Financial Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Buy |
84,302
+12,392
| +17% | +$1.14M | 0.09% | 181 |
|
|
2025
Q1 | $6.61M | Buy |
71,910
+11,378
| +19% | +$1.05M | 0.1% | 167 |
|
|
2024
Q4 | $4.98M | Buy |
60,532
+18,809
| +45% | +$1.55M | 0.09% | 187 |
|
|
2024
Q3 | $3.76M | Buy |
41,723
+817
| +2% | +$73.7K | 0.08% | 187 |
|
|
2024
Q2 | $3.17M | Sell |
40,906
-1,994
| -5% | -$155K | 0.07% | 206 |
|
|
2024
Q1 | $3.25M | Buy |
42,900
+2,557
| +6% | +$194K | 0.08% | 200 |
|
|
2023
Q4 | $2.83M | Buy |
40,343
+5,195
| +15% | +$364K | 0.09% | 159 |
|
|
2023
Q3 | $2.27M | Sell |
35,148
-4,100
| -10% | -$265K | 0.07% | 195 |
|
|
2023
Q2 | $2.76M | Buy |
39,248
+3,549
| +10% | +$249K | 0.09% | 176 |
|
|
2023
Q1 | $2.48M | Sell |
35,699
-735
| -2% | -$51.1K | 0.09% | 172 |
|
|
2022
Q4 | $2.6M | Buy |
36,434
+701
| +2% | +$50.1K | 0.09% | 160 |
|
|
2022
Q3 | $2.43M | Sell |
35,733
-3,323
| -9% | -$226K | 0.11% | 135 |
|
|
2022
Q2 | $2.79M | Buy |
39,056
+10,975
| +39% | +$783K | 0.09% | 144 |
|
|
2022
Q1 | $2.04M | Buy |
28,081
+8,838
| +46% | +$641K | 0.12% | 103 |
|
|
2021
Q4 | $1.32M | Buy |
19,243
+79
| +0.4% | +$5.42K | 0.13% | 81 |
|
|
2021
Q3 | $1.19M | Buy |
19,164
+180
| +0.9% | +$11.2K | 0.12% | 83 |
|
|
2021
Q2 | $1.15M | Buy |
18,984
+702
| +4% | +$42.5K | 0.11% | 89 |
|
|
2021
Q1 | $1.14M | Buy |
18,282
+531
| +3% | +$33K | 0.12% | 86 |
|
|
2020
Q4 | $1.09M | Buy |
17,751
+1,291
| +8% | +$79.3K | 0.11% | 83 |
|
|
2020
Q3 | $892K | Buy |
16,460
+1,940
| +13% | +$105K | 0.08% | 94 |
|
|
2020
Q2 | $753K | Sell |
14,520
-144
| -1% | -$7.47K | 0.07% | 95 |
|
|
2020
Q1 | $794K | Buy |
14,664
+339
| +2% | +$18.4K | 0.09% | 89 |
|
|
2019
Q4 | $913K | Buy |
14,325
+165
| +1% | +$10.5K | 0.08% | 91 |
|
|
2019
Q3 | $875K | Buy |
14,160
+206
| +1% | +$12.7K | 0.1% | 56 |
|
|
2019
Q2 | $771K | Buy |
13,954
+653
| +5% | +$36.1K | 0.09% | 39 |
|
|
2019
Q1 | $687K | Buy |
13,301
+526
| +4% | +$27.2K | 0.08% | 42 |
|
|
2018
Q4 | $561K | Buy |
12,775
+103
| +0.8% | +$4.52K | 0.08% | 44 |
|
|
2018
Q3 | $552K | Buy |
12,672
+1,555
| +14% | +$67.7K | 0.09% | 50 |
|
|
2018
Q2 | $514K | Sell |
11,117
-790
| -7% | -$36.5K | 0.09% | 50 |
|
|
2018
Q1 | $531K | Buy |
11,907
+438
| +4% | +$19.5K | 0.1% | 43 |
|
|
2017
Q4 | $551K | Buy |
+11,469
| New | +$551K | 0.12% | 35 |
|