MFT
Moisand Fitzgerald Tamayo’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Hold |
617
| – | – | 0.01% | 182 |
|
|
2025
Q1 | $56.7K | Hold |
617
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $50.8K | Hold |
617
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $55.6K | Sell |
617
-310
| -33% | -$28K | 0.01% | 186 |
|
|
2024
Q2 | $71.9K | Hold |
927
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $66.5K | Hold |
927
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $65K | Sell |
927
-595
| -39% | -$41.7K | 0.01% | 159 |
|
|
2023
Q3 | $98.5K | Buy |
1,522
+565
| +59% | +$36.6K | 0.02% | 128 |
|
|
2023
Q2 | $67.2K | Buy |
957
+503
| +111% | +$35.3K | 0.01% | 152 |
|
|
2023
Q1 | $31.6K | Hold |
454
| – | – | 0.01% | 218 |
|
|
2022
Q4 | $32.4K | Buy |
454
+30
| +7% | +$2.14K | 0.01% | 206 |
|
|
2022
Q3 | $29K | Sell |
424
-181
| -30% | -$12.4K | 0.01% | 197 |
|
|
2022
Q2 | $43K | Hold |
605
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $44K | Sell |
605
-200
| -25% | -$14.5K | 0.02% | 107 |
|
|
2021
Q4 | $55K | Hold |
805
| – | – | 0.02% | 149 |
|
|
2021
Q3 | $50K | Sell |
805
-152
| -16% | -$9.44K | 0.02% | 152 |
|
|
2021
Q2 | $58K | Hold |
957
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $59K | Buy |
957
+200
| +26% | +$12.3K | 0.03% | 119 |
|
|
2020
Q4 | $47K | Buy |
757
+287
| +61% | +$17.8K | 0.02% | 133 |
|
|
2020
Q3 | $25K | Hold |
470
| – | – | 0.01% | 151 |
|
|
2020
Q2 | $24K | Hold |
470
| – | – | 0.01% | 142 |
|
|
2020
Q1 | $25K | Hold |
470
| – | – | 0.02% | 139 |
|
|
2019
Q4 | $30K | Hold |
470
| – | – | 0.02% | 140 |
|
|
2019
Q3 | $29K | Hold |
470
| – | – | 0.02% | 141 |
|
|
2019
Q2 | $26K | Sell |
470
-150
| -24% | -$8.3K | 0.01% | 144 |
|
|
2019
Q1 | $32K | Buy |
620
+150
| +32% | +$7.74K | 0.02% | 139 |
|
|
2018
Q4 | $21K | Hold |
470
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $20K | Sell |
470
-60
| -11% | -$2.55K | 0.01% | 165 |
|
|
2018
Q2 | $25K | Hold |
530
| – | – | 0.01% | 150 |
|
|
2018
Q1 | $24K | Sell |
530
-10
| -2% | -$453 | 0.01% | 155 |
|
|
2017
Q4 | $26K | Hold |
540
| – | – | 0.02% | 135 |
|
|
2017
Q3 | $27K | Buy |
+540
| New | +$27K | 0.02% | 145 |
|
|
2016
Q2 | – | Sell |
-1,110
| Closed | -$57K | – | 177 |
|
|
2016
Q1 | $57K | Sell |
1,110
-50
| -4% | -$2.57K | 0.05% | 90 |
|
|
2015
Q4 | $54K | Buy |
+1,160
| New | +$54K | 0.05% | 91 |
|