Monument Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $350K | Hold |
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|
2025
Q3 | $381K | Sell |
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|
2025
Q2 | $373K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $234K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.29M | Sell |
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|
2020
Q1 | $2.49M | Sell |
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|
2019
Q4 | $2.99M | Sell |
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|
2019
Q3 | $2.91M | Sell |
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|
2019
Q2 | $2.7M | Buy |
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|
2019
Q1 | $2.51M | Sell |
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|
2018
Q4 | $2.19M | Buy |
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|
2018
Q3 | $2.1M | Buy |
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|
2018
Q2 | $1.97M | Sell |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $1.71M | Buy |
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