Morgan Dempsey Capital Management’s Southern Company SO Stock Holding History

Morgan Dempsey Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.89M	Sell	50,677 -1,552	-3%	-$144K	2.23%	25
2025 Q4	$4.55M	Sell	52,229 -5,615	-10%	-$513K	2.21%	26
2025 Q3	$5.48M	Sell	57,844 -7,571	-12%	-$707K	2.43%	20
2025 Q2	$6.01M	Sell	65,415 -808	-1%	-$72.6K	2.51%	22
2025 Q1	$6.09M	Sell	66,223 -7,150	-10%	-$619K	2.54%	21
2024 Q4	$6.04M	Sell	73,373 -7,329	-9%	-$643K	2.43%	21
2024 Q3	$7.28M	Sell	80,702 -36,661	-31%	-$3.13M	2.5%	23
2024 Q2	$9.1M	Sell	117,363 -2,888	-2%	-$219K	3.04%	11
2024 Q1	$8.63M	Sell	120,251 -12,827	-10%	-$885K	2.76%	23
2023 Q4	$9.33M	Sell	133,078 -7,077	-5%	-$486K	2.86%	20
2023 Q3	$9.07M	Sell	140,155 -5,385	-4%	-$374K	2.82%	15
2023 Q2	$10.2M	Sell	145,540 -810	-0.6%	-$58.1K	2.92%	14
2023 Q1	$10.2M	Buy	146,350 +4,096	+3%	+$276K	2.75%	16
2022 Q4	$10.2M	Buy	142,254 +20,567	+17%	+$1.38M	2.82%	15
2022 Q3	$8.28M	Buy	121,687 +341	+0.3%	+$25.8K	2.72%	17
2022 Q2	$8.65M	Buy	121,346 +3,367	+3%	+$247K	2.63%	23
2022 Q1	$8.55M	Sell	117,979 -2,103	-2%	-$142K	2.54%	20
2021 Q4	$8.23M	Sell	120,082 -4,712	-4%	-$300K	2.56%	25
2021 Q3	$7.73M	Sell	124,794 -6,750	-5%	-$435K	2.54%	24
2021 Q2	$7.96M	Sell	131,544 -5,144	-4%	-$329K	2.49%	27
2021 Q1	$8.5M	Buy	136,688 +21,514	+19%	+$1.29M	2.68%	22
2020 Q4	$7.08M	Sell	115,174 -23,682	-17%	-$1.42M	2.88%	16
2020 Q3	$7.53M	Buy	138,856 +4,981	+4%	+$266K	2.89%	19
2020 Q2	$6.94M	Buy	133,875 +7,597	+6%	+$422K	2.84%	21
2020 Q1	$6.84M	Buy	126,278 +5,122	+4%	+$324K	3.31%	11
2019 Q4	$7.72M	Buy	121,156 +4,376	+4%	+$271K	3.08%	9
2019 Q3	$7.21M	Buy	116,780 +6,362	+6%	+$369K	2.65%	11
2019 Q2	$6.1M	Buy	110,418 +7,507	+7%	+$402K	2.3%	17
2019 Q1	$5.32M	Buy	102,911 +3,185	+3%	+$156K	2.11%	20
2018 Q4	$4.38M	Sell	99,726 -933	-0.9%	-$42.4K	1.92%	22
2018 Q3	$4.39M	Sell	100,659 -4,157	-4%	-$192K	1.7%	30
2018 Q2	$4.85M	Sell	104,816 -4,216	-4%	-$189K	1.92%	20
2018 Q1	$4.87M	Buy	109,032 +619	+0.6%	+$27.5K	1.91%	22
2017 Q4	$5.21M	Buy	108,413 +2,093	+2%	+$107K	1.68%	31
2017 Q3	$5.22M	Buy	106,320 +25,856	+32%	+$1.25M	1.77%	22
2017 Q2	$3.86M	Buy	80,464 +4,046	+5%	+$203K	1.4%	36
2017 Q1	$3.8M	Buy	76,418 +11,613	+18%	+$574K	1.44%	34
2016 Q4	$3.19M	Buy	64,805 +10,854	+20%	+$533K	0.91%	44
2016 Q3	$2.77M	Buy	53,951 +10,731	+25%	+$565K	0.93%	40
2016 Q2	$2.32M	Buy	43,220 +9,296	+27%	+$468K	0.78%	49
2016 Q1	$1.75M	Buy	33,924 +4,639	+16%	+$226K	0.63%	64
2015 Q4	$1.37M	Buy	29,285 +4,203	+17%	+$191K	0.53%	72
2015 Q3	$1.12M	Buy	25,082 +3,593	+17%	+$158K	0.4%	80
2015 Q2	$900K	Buy	21,489 +1,922	+10%	+$83.7K	0.25%	95
2015 Q1	$866K	Buy	19,567 +500	+3%	+$23.8K	0.23%	91
2014 Q4	$936K	Buy	19,067 +339	+2%	+$16K	0.24%	85
2014 Q3	$817K	Buy	18,728 +2,081	+13%	+$91.4K	0.19%	88
2014 Q2	$755K	Buy	16,647 +165	+1%	+$7.3K	0.17%	84
2014 Q1	$724K	Buy	16,482 +931	+6%	+$39K	0.18%	85
2013 Q4	$639K	Buy	15,551 +2,900	+23%	+$120K	0.2%	86
2013 Q3	$521K	Sell	12,651 -210	-2%	-$9.05K	0.18%	95
2013 Q2	$568K	Buy	+12,861	New	+$591K	0.22%	95