Monetary Management Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Hold |
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|
2025
Q1 | $883K | Hold |
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|
2024
Q4 | $791K | Hold |
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|
2024
Q3 | $866K | Buy |
|
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|
2024
Q2 | $743K | Hold |
|
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|
2024
Q1 | $687K | Sell |
|
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|
2023
Q4 | $693K | Hold |
|
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|
2023
Q3 | $639K | Hold |
|
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|
2023
Q2 | $694K | Hold |
|
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|
2023
Q1 | $687K | Sell |
|
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|
2022
Q4 | $741K | Hold |
|
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|
2022
Q3 | $706K | Hold |
|
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|
2022
Q2 | $740K | Hold |
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|
2022
Q1 | $752K | Hold |
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|
2021
Q4 | $712K | Hold |
|
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $407K | Hold |
|
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|
2021
Q1 | $418K | Buy |
|
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|
2020
Q4 | $405K | Hold |
|
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|
2020
Q3 | $358K | Hold |
|
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|
2020
Q2 | $342K | Hold |
|
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|
2020
Q1 | $357K | Sell |
|
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|
2019
Q4 | $433K | Sell |
|
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|
2019
Q3 | $428K | Buy |
|
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|
2019
Q2 | $333K | Hold |
|
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|
2019
Q1 | $311K | Hold |
|
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|
2018
Q4 | $265K | Hold |
|
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|
2018
Q3 | $263K | Sell |
|
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|
2018
Q2 | $288K | Sell |
|
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|
2018
Q1 | $285K | Sell |
|
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|
2017
Q4 | $427K | Hold |
|
|||||
|
2017
Q3 | $436K | Buy |
|
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|
2017
Q2 | $420K | Hold |
|
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|
2017
Q1 | $437K | Sell |
|
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|
2016
Q4 | $456K | Hold |
|
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|
2016
Q3 | $476K | Hold |
|
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|
2016
Q2 | $497K | Hold |
|
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|
2016
Q1 | $480K | Hold |
|
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|
2015
Q4 | $434K | Sell |
|
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|
2015
Q3 | $419K | Buy |
|
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|
2015
Q2 | $299K | Sell |
|
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|
2015
Q1 | $358K | Hold |
|
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|
2014
Q4 | $397K | Buy |
|
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|
2014
Q3 | $303K | Hold |
|
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|
2014
Q2 | $315K | Buy |
|
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|
2014
Q1 | $282K | Sell |
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|
2013
Q4 | $295K | Buy |
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|
2013
Q3 | $279K | Sell |
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|
2013
Q2 | $435K | Buy |
|