MMG
Monetary Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Hold |
9,607
| – | – | 0.22% | 101 |
|
|
2025
Q1 | $883K | Hold |
9,607
| – | – | 0.24% | 97 |
|
|
2024
Q4 | $791K | Hold |
9,607
| – | – | 0.21% | 100 |
|
|
2024
Q3 | $866K | Buy |
9,607
+31
| +0.3% | +$2.8K | 0.22% | 96 |
|
|
2024
Q2 | $743K | Hold |
9,576
| – | – | 0.2% | 106 |
|
|
2024
Q1 | $687K | Sell |
9,576
-300
| -3% | -$21.5K | 0.19% | 112 |
|
|
2023
Q4 | $693K | Hold |
9,876
| – | – | 0.22% | 104 |
|
|
2023
Q3 | $639K | Hold |
9,876
| – | – | 0.21% | 104 |
|
|
2023
Q2 | $694K | Hold |
9,876
| – | – | 0.21% | 103 |
|
|
2023
Q1 | $687K | Sell |
9,876
-500
| -5% | -$34.8K | 0.2% | 104 |
|
|
2022
Q4 | $741K | Hold |
10,376
| – | – | 0.23% | 101 |
|
|
2022
Q3 | $706K | Hold |
10,376
| – | – | 0.23% | 98 |
|
|
2022
Q2 | $740K | Hold |
10,376
| – | – | 0.23% | 89 |
|
|
2022
Q1 | $752K | Hold |
10,376
| – | – | 0.2% | 102 |
|
|
2021
Q4 | $712K | Hold |
10,376
| – | – | 0.18% | 102 |
|
|
2021
Q3 | $643K | Buy |
10,376
+3,650
| +54% | +$226K | 0.18% | 104 |
|
|
2021
Q2 | $407K | Hold |
6,726
| – | – | 0.12% | 137 |
|
|
2021
Q1 | $418K | Buy |
6,726
+126
| +2% | +$7.83K | 0.13% | 129 |
|
|
2020
Q4 | $405K | Hold |
6,600
| – | – | 0.13% | 123 |
|
|
2020
Q3 | $358K | Hold |
6,600
| – | – | 0.13% | 122 |
|
|
2020
Q2 | $342K | Hold |
6,600
| – | – | 0.13% | 115 |
|
|
2020
Q1 | $357K | Sell |
6,600
-200
| -3% | -$10.8K | 0.16% | 106 |
|
|
2019
Q4 | $433K | Sell |
6,800
-126
| -2% | -$8.02K | 0.16% | 122 |
|
|
2019
Q3 | $428K | Buy |
6,926
+900
| +15% | +$55.6K | 0.16% | 123 |
|
|
2019
Q2 | $333K | Hold |
6,026
| – | – | 0.13% | 133 |
|
|
2019
Q1 | $311K | Hold |
6,026
| – | – | 0.12% | 135 |
|
|
2018
Q4 | $265K | Hold |
6,026
| – | – | 0.12% | 131 |
|
|
2018
Q3 | $263K | Sell |
6,026
-200
| -3% | -$8.73K | 0.1% | 133 |
|
|
2018
Q2 | $288K | Sell |
6,226
-150
| -2% | -$6.94K | 0.12% | 132 |
|
|
2018
Q1 | $285K | Sell |
6,376
-2,500
| -28% | -$112K | 0.12% | 129 |
|
|
2017
Q4 | $427K | Hold |
8,876
| – | – | 0.17% | 106 |
|
|
2017
Q3 | $436K | Buy |
8,876
+100
| +1% | +$4.91K | 0.18% | 104 |
|
|
2017
Q2 | $420K | Hold |
8,776
| – | – | 0.17% | 113 |
|
|
2017
Q1 | $437K | Sell |
8,776
-500
| -5% | -$24.9K | 0.19% | 98 |
|
|
2016
Q4 | $456K | Hold |
9,276
| – | – | 0.21% | 97 |
|
|
2016
Q3 | $476K | Hold |
9,276
| – | – | 0.22% | 92 |
|
|
2016
Q2 | $497K | Hold |
9,276
| – | – | 0.23% | 93 |
|
|
2016
Q1 | $480K | Hold |
9,276
| – | – | 0.23% | 86 |
|
|
2015
Q4 | $434K | Sell |
9,276
-100
| -1% | -$4.68K | 0.21% | 96 |
|
|
2015
Q3 | $419K | Buy |
9,376
+2,250
| +32% | +$101K | 0.21% | 98 |
|
|
2015
Q2 | $299K | Sell |
7,126
-950
| -12% | -$39.9K | 0.13% | 131 |
|
|
2015
Q1 | $358K | Hold |
8,076
| – | – | 0.16% | 116 |
|
|
2014
Q4 | $397K | Buy |
8,076
+1,125
| +16% | +$55.3K | 0.18% | 107 |
|
|
2014
Q3 | $303K | Hold |
6,951
| – | – | 0.14% | 130 |
|
|
2014
Q2 | $315K | Buy |
6,951
+525
| +8% | +$23.8K | 0.15% | 125 |
|
|
2014
Q1 | $282K | Sell |
6,426
-750
| -10% | -$32.9K | 0.13% | 130 |
|
|
2013
Q4 | $295K | Buy |
7,176
+400
| +6% | +$16.4K | 0.14% | 130 |
|
|
2013
Q3 | $279K | Sell |
6,776
-3,100
| -31% | -$128K | 0.15% | 127 |
|
|
2013
Q2 | $435K | Buy |
+9,876
| New | +$435K | 0.24% | 108 |
|