MC
Moors & Cabot’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Sell |
64,008
-177
| -0.3% | -$16.3K | 0.27% | 75 |
|
|
2025
Q1 | $5.9M | Sell |
64,185
-271
| -0.4% | -$24.9K | 0.3% | 69 |
|
|
2024
Q4 | $5.31M | Buy |
64,456
+1,412
| +2% | +$116K | 0.25% | 82 |
|
|
2024
Q3 | $5.69M | Sell |
63,044
-6,810
| -10% | -$614K | 0.28% | 77 |
|
|
2024
Q2 | $5.42M | Buy |
69,854
+907
| +1% | +$70.4K | 0.29% | 74 |
|
|
2024
Q1 | $4.95M | Buy |
68,947
+1,982
| +3% | +$142K | 0.27% | 85 |
|
|
2023
Q4 | $4.7M | Buy |
66,965
+466
| +0.7% | +$32.7K | 0.29% | 81 |
|
|
2023
Q3 | $4.3M | Sell |
66,499
-205
| -0.3% | -$13.3K | 0.29% | 76 |
|
|
2023
Q2 | $4.69M | Buy |
66,704
+1,315
| +2% | +$92.4K | 0.31% | 73 |
|
|
2023
Q1 | $4.55M | Sell |
65,389
-356
| -0.5% | -$24.8K | 0.31% | 76 |
|
|
2022
Q4 | $4.69M | Sell |
65,745
-841
| -1% | -$60.1K | 0.33% | 72 |
|
|
2022
Q3 | $4.53M | Sell |
66,586
-3,473
| -5% | -$236K | 0.35% | 62 |
|
|
2022
Q2 | $5M | Sell |
70,059
-1,773
| -2% | -$126K | 0.36% | 62 |
|
|
2022
Q1 | $5.21M | Buy |
71,832
+317
| +0.4% | +$23K | 0.32% | 74 |
|
|
2021
Q4 | $4.9M | Buy |
71,515
+827
| +1% | +$56.7K | 0.3% | 76 |
|
|
2021
Q3 | $4.38M | Buy |
70,688
+3,034
| +4% | +$188K | 0.28% | 81 |
|
|
2021
Q2 | $4.09M | Buy |
67,654
+759
| +1% | +$45.9K | 0.29% | 80 |
|
|
2021
Q1 | $4.16M | Buy |
66,895
+2,638
| +4% | +$164K | 0.32% | 73 |
|
|
2020
Q4 | $3.94M | Sell |
64,257
-1,444
| -2% | -$88.6K | 0.33% | 71 |
|
|
2020
Q3 | $3.56M | Buy |
65,701
+2,300
| +4% | +$125K | 0.34% | 68 |
|
|
2020
Q2 | $3.29M | Buy |
63,401
+2,449
| +4% | +$127K | 0.35% | 68 |
|
|
2020
Q1 | $3.29M | Sell |
60,952
-5,830
| -9% | -$315K | 0.48% | 51 |
|
|
2019
Q4 | $4.25M | Buy |
66,782
+1,935
| +3% | +$123K | 0.43% | 57 |
|
|
2019
Q3 | $4.01M | Buy |
64,847
+6,811
| +12% | +$421K | 0.44% | 56 |
|
|
2019
Q2 | $3.21M | Buy |
58,036
+1,873
| +3% | +$104K | 0.41% | 62 |
|
|
2019
Q1 | $2.91M | Sell |
56,163
-826
| -1% | -$42.8K | 0.4% | 68 |
|
|
2018
Q4 | $2.5M | Sell |
56,989
-2,606
| -4% | -$114K | 0.39% | 67 |
|
|
2018
Q3 | $2.6M | Buy |
59,595
+6,780
| +13% | +$296K | 0.32% | 84 |
|
|
2018
Q2 | $2.45M | Sell |
52,815
-2,250
| -4% | -$104K | 0.33% | 81 |
|
|
2018
Q1 | $2.46M | Buy |
55,065
+2,417
| +5% | +$108K | 0.33% | 79 |
|
|
2017
Q4 | $2.53M | Buy |
52,648
+5,173
| +11% | +$249K | 0.34% | 83 |
|
|
2017
Q3 | $2.34M | Buy |
47,475
+10,883
| +30% | +$537K | 0.34% | 80 |
|
|
2017
Q2 | $1.76M | Buy |
36,592
+3,182
| +10% | +$153K | 0.29% | 98 |
|
|
2017
Q1 | $1.67M | Sell |
33,410
-1,695
| -5% | -$84.5K | 0.28% | 103 |
|
|
2016
Q4 | $1.74M | Buy |
35,105
+59
| +0.2% | +$2.92K | 0.29% | 97 |
|
|
2016
Q3 | $1.8M | Sell |
35,046
-1,535
| -4% | -$78.7K | 0.3% | 87 |
|
|
2016
Q2 | $1.96M | Buy |
36,581
+363
| +1% | +$19.4K | 0.34% | 73 |
|
|
2016
Q1 | $1.88M | Buy |
36,218
+1,804
| +5% | +$93.4K | 0.34% | 74 |
|
|
2015
Q4 | $1.61M | Sell |
34,414
-720
| -2% | -$33.7K | 0.3% | 88 |
|
|
2015
Q3 | $1.56M | Sell |
35,134
-232
| -0.7% | -$10.3K | 0.29% | 87 |
|
|
2015
Q2 | $1.48M | Buy |
35,366
+3,636
| +11% | +$152K | 0.24% | 104 |
|
|
2015
Q1 | $1.4M | Sell |
31,730
-4,701
| -13% | -$208K | 0.23% | 107 |
|
|
2014
Q4 | $1.79M | Buy |
36,431
+4,585
| +14% | +$226K | 0.3% | 86 |
|
|
2014
Q3 | $1.39M | Buy |
31,846
+2,528
| +9% | +$111K | 0.24% | 109 |
|
|
2014
Q2 | $1.33M | Buy |
29,318
+4,080
| +16% | +$186K | 0.22% | 110 |
|
|
2014
Q1 | $1.11M | Buy |
+25,238
| New | +$1.11M | 0.28% | 93 |
|