Moors & Cabot’s Southern Company SO Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $5.88M | Sell | 
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        2025
         Q1  | $5.9M | Sell | 
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| 
        
          
      
        2024
         Q4  | $5.31M | Buy | 
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| 
        
          
      
        2024
         Q3  | $5.69M | Sell | 
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| 
        
          
      
        2024
         Q2  | $5.42M | Buy | 
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| 
        
          
      
        2024
         Q1  | $4.95M | Buy | 
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| 
        
          
      
        2023
         Q4  | $4.7M | Buy | 
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| 
        
          
      
        2023
         Q3  | $4.3M | Sell | 
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| 
        
          
      
        2023
         Q2  | $4.69M | Buy | 
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| 
        
          
      
        2023
         Q1  | $4.55M | Sell | 
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| 
        
          
      
        2022
         Q4  | $4.69M | Sell | 
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| 
        
          
      
        2022
         Q3  | $4.53M | Sell | 
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| 
        
          
      
        2022
         Q2  | $5M | Sell | 
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| 
        
          
      
        2022
         Q1  | $5.21M | Buy | 
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| 
        
          
      
        2021
         Q4  | $4.9M | Buy | 
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| 
        
          
      
        2021
         Q3  | $4.38M | Buy | 
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| 
        
          
      
        2021
         Q2  | $4.09M | Buy | 
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| 
        
          
      
        2021
         Q1  | $4.16M | Buy | 
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| 
        
          
      
        2020
         Q4  | $3.94M | Sell | 
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| 
        
          
      
        2020
         Q3  | $3.56M | Buy | 
         | 
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| 
        
          
      
        2020
         Q2  | $3.29M | Buy | 
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| 
        
          
      
        2020
         Q1  | $3.29M | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $4.25M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $4.01M | Buy | 
         | 
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| 
        
          
      
        2019
         Q2  | $3.21M | Buy | 
         | 
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| 
        
          
      
        2019
         Q1  | $2.91M | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $2.5M | Sell | 
         | 
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| 
        
          
      
        2018
         Q3  | $2.6M | Buy | 
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| 
        
          
      
        2018
         Q2  | $2.45M | Sell | 
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| 
        
          
      
        2018
         Q1  | $2.46M | Buy | 
         | 
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| 
        
          
      
        2017
         Q4  | $2.53M | Buy | 
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| 
        
          
      
        2017
         Q3  | $2.34M | Buy | 
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| 
        
          
      
        2017
         Q2  | $1.76M | Buy | 
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| 
        
          
      
        2017
         Q1  | $1.67M | Sell | 
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| 
        
          
      
        2016
         Q4  | $1.74M | Buy | 
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| 
        
          
      
        2016
         Q3  | $1.8M | Sell | 
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| 
        
          
      
        2016
         Q2  | $1.96M | Buy | 
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| 
        
          
      
        2016
         Q1  | $1.88M | Buy | 
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| 
        
          
      
        2015
         Q4  | $1.61M | Sell | 
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| 
        
          
      
        2015
         Q3  | $1.56M | Sell | 
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| 
        
          
      
        2015
         Q2  | $1.48M | Buy | 
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| 
        
          
      
        2015
         Q1  | $1.4M | Sell | 
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| 
        
          
      
        2014
         Q4  | $1.79M | Buy | 
         | 
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| 
        
          
      
        2014
         Q3  | $1.39M | Buy | 
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| 
        
          
      
        2014
         Q2  | $1.33M | Buy | 
         | 
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| 
        
          
      
        2014
         Q1  | $1.11M | Buy | 
         |