Morningstar Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,492
| Closed | -$864K | – | 197 |
|
|
2024
Q4 | $864K | Hold |
10,492
| – | – | 0.07% | 86 |
|
|
2024
Q3 | $943K | Buy |
10,492
+5
| +0% | +$449 | 0.09% | 95 |
|
|
2024
Q2 | $813K | Hold |
10,487
| – | – | 0.08% | 96 |
|
|
2024
Q1 | $752K | Hold |
10,487
| – | – | 0.08% | 105 |
|
|
2023
Q4 | $735K | Sell |
10,487
-93
| -0.9% | -$6.52K | 0.08% | 107 |
|
|
2023
Q3 | $685K | Hold |
10,580
| – | – | 0.09% | 79 |
|
|
2023
Q2 | $743K | Buy |
+10,580
| New | +$743K | 0.1% | 78 |
|