Mogy Joel R Investment Counsel’s Southern Company SO Stock Holding History

Mogy Joel R 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	$361K	Hold	3,933	–	–	0.02%	85
2025 Q1	$362K	Sell	3,933 -100	-2%	-$9.2K	0.02%	85
2024 Q4	$332K	Hold	4,033	–	–	0.02%	88
2024 Q3	$364K	Sell	4,033 -1,300	-24%	-$117K	0.02%	88
2024 Q2	$414K	Sell	5,333 -1,798	-25%	-$139K	0.03%	84
2024 Q1	$512K	Hold	7,131	–	–	0.03%	77
2023 Q4	$500K	Sell	7,131 -1,202	-14%	-$84.3K	0.04%	77
2023 Q3	$539K	Sell	8,333 -11,200	-57%	-$725K	0.05%	79
2023 Q2	$1.37M	Sell	19,533 -2,200	-10%	-$155K	0.11%	65
2023 Q1	$1.51M	Buy	21,733 +50	+0.2%	+$3.48K	0.13%	62
2022 Q4	$1.55M	Hold	21,683	–	–	0.15%	58
2022 Q3	$1.47M	Hold	21,683	–	–	0.15%	58
2022 Q2	$1.55M	Hold	21,683	–	–	0.15%	60
2022 Q1	$1.57M	Sell	21,683 -425	-2%	-$30.8K	0.12%	60
2021 Q4	$1.52M	Sell	22,108 -859	-4%	-$58.9K	0.11%	67
2021 Q3	$1.42M	Hold	22,967	–	–	0.12%	63
2021 Q2	$1.39M	Sell	22,967 -3,150	-12%	-$191K	0.12%	68
2021 Q1	$1.62M	Hold	26,117	–	–	0.16%	62
2020 Q4	$1.6M	Hold	26,117	–	–	0.16%	58
2020 Q3	$1.42M	Sell	26,117 -400	-2%	-$21.7K	0.15%	61
2020 Q2	$1.38M	Hold	26,517	–	–	0.16%	60
2020 Q1	$1.44M	Hold	26,517	–	–	0.2%	56
2019 Q4	$1.69M	Hold	26,517	–	–	0.2%	63
2019 Q3	$1.64M	Sell	26,517 -900	-3%	-$55.6K	0.21%	63
2019 Q2	$1.52M	Sell	27,417 -4,324	-14%	-$239K	0.2%	65
2019 Q1	$1.64M	Sell	31,741 -1,000	-3%	-$51.7K	0.22%	61
2018 Q4	$1.44M	Sell	32,741 -2,000	-6%	-$87.8K	0.22%	64
2018 Q3	$1.52M	Sell	34,741 -100	-0.3%	-$4.36K	0.2%	65
2018 Q2	$1.61M	Hold	34,841	–	–	0.24%	63
2018 Q1	$1.56M	Sell	34,841 -750	-2%	-$33.5K	0.24%	65
2017 Q4	$1.71M	Sell	35,591 -850	-2%	-$40.9K	0.27%	64
2017 Q3	$1.79M	Hold	36,441	–	–	0.3%	62
2017 Q2	$1.75M	Hold	36,441	–	–	0.3%	62
2017 Q1	$1.81M	Sell	36,441 -3,400	-9%	-$169K	0.31%	58
2016 Q4	$1.96M	Hold	39,841	–	–	0.36%	58
2016 Q3	$2.04M	Sell	39,841 -2,100	-5%	-$108K	0.37%	59
2016 Q2	$2.25M	Hold	41,941	–	–	0.42%	60
2016 Q1	$2.17M	Buy	41,941 +37,697	+888%	+$1.95M	0.4%	57
2015 Q4	$1.99K	Sell	4,244 -38,497	-90%	-$18K	0.37%	59
2015 Q3	$1.91M	Sell	42,741 -1,100	-3%	-$49.2K	0.38%	56
2015 Q2	$1.84M	Sell	43,841 -833	-2%	-$34.9K	0.35%	60
2015 Q1	$1.98M	Sell	44,674 -300	-0.7%	-$13.3K	0.37%	61
2014 Q4	$2.21M	Sell	44,974 -456	-1%	-$22.4K	0.42%	59
2014 Q3	$1.98M	Hold	45,430	–	–	0.4%	57
2014 Q2	$2.06M	Buy	45,430 +600	+1%	+$27.2K	0.41%	60
2014 Q1	$1.97M	Buy	44,830 +1,400	+3%	+$61.5K	0.41%	59
2013 Q4	$1.79M	Buy	43,430 +3,000	+7%	+$123K	0.38%	61
2013 Q3	$1.67M	Buy	40,430 +7,000	+21%	+$288K	0.38%	60
2013 Q2	$1.48M	Buy	+33,430	New	+$1.48M	0.36%	61