Moon Capital Management (Tennessee)’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	$622K	Hold	11,989	–	–	0.75%	27
2020 Q1	$649K	Sell	11,989 -104	-0.9%	-$5.63K	0.89%	26
2019 Q4	$770K	Hold	12,093	–	–	0.8%	26
2019 Q3	$742K	Hold	12,093	–	–	8.83%	3
2019 Q2	$669K	Hold	12,093	–	–	0.72%	29
2019 Q1	$625K	Hold	12,093	–	–	0.72%	31
2018 Q4	$531K	Hold	12,093	–	–	0.67%	29
2018 Q3	$522K	Buy	12,093 +525	+5%	+$22.7K	0.52%	31
2018 Q2	$536K	Hold	11,568	–	–	0.57%	28
2018 Q1	$517K	Sell	11,568 -1,000	-8%	-$44.7K	0.61%	26
2017 Q4	$604K	Hold	12,568	–	–	0.62%	28
2017 Q3	$618K	Sell	12,568 -3,200	-20%	-$157K	0.71%	26
2017 Q2	$755K	Buy	15,768 +3,200	+25%	+$153K	0.82%	27
2017 Q1	$626K	Hold	12,568	–	–	0.73%	27
2016 Q4	$618K	Hold	12,568	–	–	0.97%	23
2016 Q3	$645K	Hold	12,568	–	–	0.89%	28
2016 Q2	$674K	Buy	12,568 +180	+1%	+$9.65K	0.84%	29
2016 Q1	$641K	Buy	12,388 +1,000	+9%	+$51.7K	0.82%	28
2015 Q4	$533K	Buy	11,388 +2,635	+30%	+$123K	0.7%	28
2015 Q3	$391K	Sell	8,753 -2,531	-22%	-$113K	0.57%	28
2015 Q2	$473K	Sell	11,284 -1,250	-10%	-$52.4K	0.65%	27
2015 Q1	$555K	Hold	12,534	–	–	0.86%	23
2014 Q4	$616K	Hold	12,534	–	–	0.88%	23
2014 Q3	$547K	Sell	12,534 -750	-6%	-$32.7K	0.91%	22
2014 Q2	$603K	Hold	13,284	–	–	0.95%	23
2014 Q1	$584K	Sell	13,284 -1,252	-9%	-$55K	0.79%	28
2013 Q4	$598K	Buy	14,536 +2,352	+19%	+$96.8K	0.86%	27
2013 Q3	$502K	Buy	+12,184	New	+$502K	0.72%	32