Monument Capital Management’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 | $373K | Buy |
+4,059
| New | +$373K | 0.1% | 146 |
|
|
2022
Q3 | – | Sell |
-3,109
| Closed | -$222K | – | 160 |
|
|
2022
Q2 | $222K | Sell |
3,109
-111
| -3% | -$7.93K | 0.08% | 141 |
|
|
2022
Q1 | $234K | Buy |
+3,220
| New | +$234K | 0.08% | 125 |
|
|
2020
Q3 | – | Sell |
-44,220
| Closed | -$2.29M | – | 99 |
|
|
2020
Q2 | $2.29M | Sell |
44,220
-1,848
| -4% | -$95.8K | 1.35% | 30 |
|
|
2020
Q1 | $2.49M | Sell |
46,068
-895
| -2% | -$48.5K | 1.79% | 14 |
|
|
2019
Q4 | $2.99M | Sell |
46,963
-170
| -0.4% | -$10.8K | 1.53% | 15 |
|
|
2019
Q3 | $2.91M | Sell |
47,133
-2,019
| -4% | -$125K | 1.58% | 13 |
|
|
2019
Q2 | $2.7M | Buy |
49,152
+519
| +1% | +$28.5K | 1.45% | 18 |
|
|
2019
Q1 | $2.51M | Sell |
48,633
-1,161
| -2% | -$60K | 1.43% | 23 |
|
|
2018
Q4 | $2.19M | Buy |
49,794
+1,563
| +3% | +$68.6K | 1.37% | 29 |
|
|
2018
Q3 | $2.1M | Buy |
48,231
+5,668
| +13% | +$247K | 1.18% | 44 |
|
|
2018
Q2 | $1.97M | Sell |
42,563
-1,042
| -2% | -$48.3K | 1.37% | 29 |
|
|
2018
Q1 | $1.93M | Buy |
43,605
+7,959
| +22% | +$352K | 1.32% | 42 |
|
|
2017
Q4 | $1.71M | Buy |
+35,646
| New | +$1.71M | 1.21% | 43 |
|