MMPW
Mitchell McLeod Pugh & Williams’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Buy |
68,186
+455
| +0.7% | +$41.8K | 1.17% | 16 |
|
|
2025
Q1 | $6.23M | Buy |
67,731
+49
| +0.1% | +$4.51K | 1.29% | 14 |
|
|
2024
Q4 | $5.57M | Buy |
67,682
+2,223
| +3% | +$183K | 1.17% | 17 |
|
|
2024
Q3 | $5.9M | Sell |
65,459
-119
| -0.2% | -$10.7K | 1.23% | 15 |
|
|
2024
Q2 | $5.09M | Buy |
65,578
+961
| +1% | +$74.5K | 1.16% | 17 |
|
|
2024
Q1 | $4.64M | Sell |
64,617
-3,072
| -5% | -$220K | 1.12% | 17 |
|
|
2023
Q4 | $4.75M | Sell |
67,689
-1,060
| -2% | -$74.3K | 1.26% | 13 |
|
|
2023
Q3 | $4.45M | Buy |
68,749
+5,334
| +8% | +$345K | 1.31% | 12 |
|
|
2023
Q2 | $4.45M | Buy |
63,415
+6,458
| +11% | +$454K | 1.29% | 12 |
|
|
2023
Q1 | $3.96M | Buy |
56,957
+273
| +0.5% | +$19K | 1.23% | 14 |
|
|
2022
Q4 | $4.05M | Buy |
56,684
+4,871
| +9% | +$348K | 1.37% | 14 |
|
|
2022
Q3 | $3.52M | Buy |
51,813
+198
| +0.4% | +$13.5K | 1.35% | 14 |
|
|
2022
Q2 | $3.68M | Buy |
51,615
+2,999
| +6% | +$214K | 1.43% | 12 |
|
|
2022
Q1 | $3.53M | Buy |
48,616
+255
| +0.5% | +$18.5K | 1.18% | 16 |
|
|
2021
Q4 | $3.32M | Buy |
48,361
+6,406
| +15% | +$439K | 1.1% | 17 |
|
|
2021
Q3 | $2.6M | Buy |
41,955
+640
| +2% | +$39.7K | 0.96% | 19 |
|
|
2021
Q2 | $2.5M | Sell |
41,315
-40
| -0.1% | -$2.42K | 0.96% | 20 |
|
|
2021
Q1 | $2.57M | Buy |
41,355
+219
| +0.5% | +$13.6K | 1.08% | 16 |
|
|
2020
Q4 | $2.53M | Buy |
41,136
+118
| +0.3% | +$7.25K | 1.16% | 15 |
|
|
2020
Q3 | $2.22M | Buy |
41,018
+103
| +0.3% | +$5.59K | 1.14% | 15 |
|
|
2020
Q2 | $2.12M | Buy |
40,915
+435
| +1% | +$22.6K | 1.21% | 14 |
|
|
2020
Q1 | $2.19M | Buy |
40,480
+1,085
| +3% | +$58.8K | 1.69% | 9 |
|
|
2019
Q4 | $2.51M | Buy |
39,395
+240
| +0.6% | +$15.3K | 1.58% | 8 |
|
|
2019
Q3 | $2.42M | Buy |
39,155
+110
| +0.3% | +$6.8K | 1.64% | 6 |
|
|
2019
Q2 | $2.16M | Buy |
39,045
+456
| +1% | +$25.2K | 1.48% | 11 |
|
|
2019
Q1 | $1.99M | Buy |
38,589
+1,140
| +3% | +$58.9K | 1.39% | 11 |
|
|
2018
Q4 | $1.65M | Buy |
37,449
+635
| +2% | +$27.9K | 1.32% | 14 |
|
|
2018
Q3 | $1.61M | Sell |
36,814
-2,439
| -6% | -$106K | 1.08% | 20 |
|
|
2018
Q2 | $1.82M | Sell |
39,253
-1,552
| -4% | -$71.9K | 1.28% | 14 |
|
|
2018
Q1 | $1.82M | Sell |
40,805
-224
| -0.5% | -$10K | 1.3% | 13 |
|
|
2017
Q4 | $1.97M | Buy |
41,029
+2,533
| +7% | +$122K | 1.36% | 12 |
|
|
2017
Q3 | $1.89M | Buy |
38,496
+38
| +0.1% | +$1.87K | 1.39% | 7 |
|
|
2017
Q2 | $1.84M | Buy |
38,458
+892
| +2% | +$42.7K | 1.4% | 7 |
|
|
2017
Q1 | $1.87M | Buy |
37,566
+101
| +0.3% | +$5.03K | 1.46% | 9 |
|
|
2016
Q4 | $1.84M | Buy |
37,465
+1,314
| +4% | +$64.6K | 1.49% | 9 |
|
|
2016
Q3 | $1.85M | Buy |
36,151
+1,049
| +3% | +$53.8K | 1.62% | 5 |
|
|
2016
Q2 | $1.88M | Buy |
35,102
+2,732
| +8% | +$146K | 1.7% | 7 |
|
|
2016
Q1 | $1.67M | Buy |
32,370
+471
| +1% | +$24.4K | 1.62% | 7 |
|
|
2015
Q4 | $1.49M | Sell |
31,899
-87
| -0.3% | -$4.07K | 1.48% | 9 |
|
|
2015
Q3 | $1.43M | Buy |
31,986
+538
| +2% | +$24.1K | 1.48% | 10 |
|
|
2015
Q2 | $1.32M | Buy |
31,448
+37
| +0.1% | +$1.55K | 1.21% | 19 |
|
|
2015
Q1 | $1.39M | Sell |
31,411
-366
| -1% | -$16.2K | 1.27% | 17 |
|
|
2014
Q4 | $1.56M | Buy |
+31,777
| New | +$1.56M | 1.44% | 10 |
|