Montag & Associates’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
Q3 | $4.51M | Sell |
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|
2025
Q2 | $4.55M | Sell |
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|
2025
Q1 | $4.63M | Hold |
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|
2024
Q4 | $4.15M | Buy |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $4M | Buy |
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|
2024
Q1 | $3.7M | Sell |
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|
2023
Q4 | $4.37M | Buy |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $4.28M | Buy |
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|
2023
Q1 | $4.17M | Buy |
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|
2022
Q4 | $4.08M | Buy |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.17M | Sell |
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|
2021
Q3 | $3.02M | Sell |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $3.09M | Sell |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $2.19M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $2.08M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $727K | Buy |
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|
2018
Q1 | $690K | Buy |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | $464K | Hold |
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|
2017
Q2 | $452K | Sell |
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|
2017
Q1 | $487K | Sell |
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|
2016
Q4 | $561K | Sell |
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|
2016
Q3 | $757K | Buy |
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|
2016
Q2 | $780K | Buy |
|
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|
2016
Q1 | $654K | Sell |
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|
2015
Q4 | $648K | Buy |
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|
2015
Q3 | $494K | Buy |
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|
2015
Q2 | $448K | Hold |
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|
2015
Q1 | $474K | Sell |
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|
2014
Q4 | $540K | Buy |
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|
2014
Q3 | $420K | Sell |
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|
2014
Q2 | $484K | Buy |
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|
2014
Q1 | $429K | Sell |
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|
2013
Q4 | $439K | Sell |
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|
2013
Q3 | $440K | Sell |
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|
2013
Q2 | $829K | Buy |
|