Monte Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
18,065
| – | – | 0.64% | 45 |
|
|
2025
Q1 | $1.66M | Hold |
18,065
| – | – | 0.73% | 39 |
|
|
2024
Q4 | $1.49M | Hold |
18,065
| – | – | 0.64% | 41 |
|
|
2024
Q3 | $1.63M | Hold |
18,065
| – | – | 0.68% | 38 |
|
|
2024
Q2 | $1.4M | Hold |
18,065
| – | – | 0.62% | 43 |
|
|
2024
Q1 | $1.3M | Sell |
18,065
-59
| -0.3% | -$4.23K | 0.57% | 43 |
|
|
2023
Q4 | $1.27M | Hold |
18,124
| – | – | 0.59% | 42 |
|
|
2023
Q3 | $1.17M | Sell |
18,124
-100
| -0.5% | -$6.47K | 0.59% | 39 |
|
|
2023
Q2 | $1.28M | Sell |
18,224
-4,187
| -19% | -$294K | 0.62% | 37 |
|
|
2023
Q1 | $1.56M | Hold |
22,411
| – | – | 0.82% | 34 |
|
|
2022
Q4 | $1.6M | Sell |
22,411
-389
| -2% | -$27.8K | 0.82% | 34 |
|
|
2022
Q3 | $1.55M | Sell |
22,800
-51,984
| -70% | -$3.53M | 0.95% | 33 |
|
|
2022
Q2 | $5.33M | Sell |
74,784
-6,743
| -8% | -$481K | 3.11% | 10 |
|
|
2022
Q1 | $5.91M | Buy |
81,527
+410
| +0.5% | +$29.7K | 3.15% | 7 |
|
|
2021
Q4 | $5.56M | Buy |
81,117
+14,194
| +21% | +$973K | 2.93% | 10 |
|
|
2021
Q3 | $4.15M | Sell |
66,923
-125
| -0.2% | -$7.75K | 2.38% | 24 |
|
|
2021
Q2 | $4.06M | Buy |
67,048
+453
| +0.7% | +$27.4K | 2.31% | 24 |
|
|
2021
Q1 | $4.14M | Buy |
66,595
+10,404
| +19% | +$647K | 2.54% | 23 |
|
|
2020
Q4 | $3.45M | Sell |
56,191
-340
| -0.6% | -$20.9K | 2.35% | 26 |
|
|
2020
Q3 | $3.07M | Sell |
56,531
-477
| -0.8% | -$25.9K | 2.32% | 26 |
|
|
2020
Q2 | $2.96M | Buy |
57,008
+24,877
| +77% | +$1.29M | 2.34% | 24 |
|
|
2020
Q1 | $1.74M | Sell |
32,131
-7,615
| -19% | -$412K | 1.69% | 29 |
|
|
2019
Q4 | $2.53M | Sell |
39,746
-12,264
| -24% | -$781K | 1.87% | 30 |
|
|
2019
Q3 | $3.21M | Sell |
52,010
-2,373
| -4% | -$147K | 2.59% | 19 |
|
|
2019
Q2 | $3.01M | Sell |
54,383
-8,091
| -13% | -$447K | 2.55% | 23 |
|
|
2019
Q1 | $3.23M | Buy |
62,474
+1,394
| +2% | +$72.1K | 2.83% | 14 |
|
|
2018
Q4 | $2.68M | Buy |
61,080
+1,898
| +3% | +$83.4K | 2.84% | 15 |
|
|
2018
Q3 | $2.58M | Buy |
59,182
+2,287
| +4% | +$99.7K | 2.41% | 24 |
|
|
2018
Q2 | $2.64M | Sell |
56,895
-4,540
| -7% | -$210K | 2.68% | 14 |
|
|
2018
Q1 | $2.74M | Buy |
61,435
+13,686
| +29% | +$611K | 2.86% | 12 |
|
|
2017
Q4 | $2.3M | Buy |
+47,749
| New | +$2.3M | 2.33% | 22 |
|