MLL
Moody Lynn & Lieberson’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
154,550
+6,822
| +5% | +$626K | 0.82% | 30 |
|
|
2025
Q1 | $13.6M | Buy |
147,728
+1,402
| +1% | +$129K | 0.87% | 30 |
|
|
2024
Q4 | $12M | Sell |
146,326
-15,213
| -9% | -$1.25M | 0.74% | 32 |
|
|
2024
Q3 | $14.6M | Buy |
161,539
+51,472
| +47% | +$4.64M | 0.9% | 28 |
|
|
2024
Q2 | $8.54M | Buy |
110,067
+47,530
| +76% | +$3.69M | 0.56% | 41 |
|
|
2024
Q1 | $4.49M | Sell |
62,537
-42,004
| -40% | -$3.01M | 0.3% | 57 |
|
|
2023
Q4 | $7.33M | Buy |
104,541
+95,595
| +1,069% | +$6.7M | 0.56% | 42 |
|
|
2023
Q3 | $579K | Buy |
+8,946
| New | +$579K | 0.05% | 135 |
|