Mesirow Financial Investment 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 | $1.27M | Buy |
13,876
+329
| +2% | +$30.2K | 0.02% | 238 |
|
|
2025
Q1 | $1.25M | Sell |
13,547
-114
| -0.8% | -$10.5K | 0.02% | 241 |
|
|
2024
Q4 | $1.12M | Sell |
13,661
-49
| -0.4% | -$4.03K | 0.02% | 250 |
|
|
2024
Q3 | $1.24M | Buy |
13,710
+1,157
| +9% | +$104K | 0.02% | 240 |
|
|
2024
Q2 | $974K | Buy |
12,553
+143
| +1% | +$11.1K | 0.02% | 251 |
|
|
2024
Q1 | $890K | Buy |
12,410
+710
| +6% | +$50.9K | 0.02% | 266 |
|
|
2023
Q4 | $820K | Buy |
+11,700
| New | +$820K | 0.03% | 246 |
|