MML Investors Services’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 | $36M | Buy |
392,334
+7,032
| +2% | +$646K | 0.1% | 199 |
|
|
2025
Q1 | $35.4M | Buy |
385,302
+31,709
| +9% | +$2.92M | 0.12% | 184 |
|
|
2024
Q4 | $29.1M | Buy |
353,593
+11,746
| +3% | +$967K | 0.1% | 205 |
|
|
2024
Q3 | $30.8M | Buy |
341,847
+21,497
| +7% | +$1.94M | 0.11% | 191 |
|
|
2024
Q2 | $24.9M | Sell |
320,350
-18,112
| -5% | -$1.4M | 0.1% | 208 |
|
|
2024
Q1 | $24.3M | Sell |
338,462
-4,744
| -1% | -$340K | 0.1% | 214 |
|
|
2023
Q4 | $24.1M | Buy |
343,206
+19,214
| +6% | +$1.35M | 0.11% | 201 |
|
|
2023
Q3 | $21M | Sell |
323,992
-27,210
| -8% | -$1.76M | 0.12% | 190 |
|
|
2023
Q2 | $24.7M | Buy |
351,202
+21,829
| +7% | +$1.53M | 0.14% | 172 |
|
|
2023
Q1 | $22.9M | Sell |
329,373
-3,716
| -1% | -$259K | 0.16% | 137 |
|
|
2022
Q4 | $23.8M | Buy |
333,089
+16,110
| +5% | +$1.15M | 0.16% | 147 |
|
|
2022
Q3 | $21.6M | Buy |
316,979
+60,189
| +23% | +$4.09M | 0.16% | 134 |
|
|
2022
Q2 | $18.3M | Buy |
256,790
+25,022
| +11% | +$1.78M | 0.14% | 173 |
|
|
2022
Q1 | $16.8M | Buy |
231,768
+16,371
| +8% | +$1.19M | 0.12% | 191 |
|
|
2021
Q4 | $14.8M | Buy |
215,397
+4,425
| +2% | +$303K | 0.11% | 204 |
|
|
2021
Q3 | $13.1M | Buy |
210,972
+21,966
| +12% | +$1.36M | 0.1% | 210 |
|
|
2021
Q2 | $11.4M | Buy |
189,006
+10,044
| +6% | +$608K | 0.1% | 231 |
|
|
2021
Q1 | $11.1M | Buy |
178,962
+12,072
| +7% | +$750K | 0.11% | 208 |
|
|
2020
Q4 | $10.3M | Buy |
166,890
+15,740
| +10% | +$967K | 0.11% | 195 |
|
|
2020
Q3 | $8.2M | Sell |
151,150
-494
| -0.3% | -$26.8K | 0.1% | 201 |
|
|
2020
Q2 | $7.86M | Buy |
151,644
+33,387
| +28% | +$1.73M | 0.11% | 202 |
|
|
2020
Q1 | $6.4M | Sell |
118,257
-33,445
| -22% | -$1.81M | 0.11% | 198 |
|
|
2019
Q4 | $9.66M | Buy |
151,702
+16,704
| +12% | +$1.06M | 0.14% | 175 |
|
|
2019
Q3 | $8.34M | Sell |
134,998
-51,623
| -28% | -$3.19M | 0.13% | 175 |
|
|
2019
Q2 | $10.3M | Buy |
186,621
+6,287
| +3% | +$348K | 0.15% | 164 |
|
|
2019
Q1 | $9.32M | Buy |
180,334
+29,923
| +20% | +$1.55M | 0.14% | 169 |
|
|
2018
Q4 | $6.61M | Sell |
150,411
-2,413
| -2% | -$106K | 0.12% | 196 |
|
|
2018
Q3 | $6.66M | Buy |
152,824
+39,337
| +35% | +$1.72M | 0.11% | 198 |
|
|
2018
Q2 | $5.26M | Buy |
113,487
+6,947
| +7% | +$322K | 0.11% | 188 |
|
|
2018
Q1 | $4.76M | Buy |
106,540
+8,886
| +9% | +$397K | 0.1% | 195 |
|
|
2017
Q4 | $4.7M | Sell |
97,654
-6,947
| -7% | -$334K | 0.09% | 198 |
|
|
2017
Q3 | $5.14M | Sell |
104,601
-4,843
| -4% | -$238K | 0.11% | 175 |
|
|
2017
Q2 | $5.24M | Buy |
109,444
+9,041
| +9% | +$433K | 0.1% | 174 |
|
|
2017
Q1 | $5M | Buy |
+100,403
| New | +$5M | 0.1% | 83 |
|