MFC
Morris Financial Concepts’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
3,485
+181
| +5% | +$16.6K | 0.13% | 94 |
|
|
2025
Q1 | $304K | Sell |
3,304
-342
| -9% | -$31.4K | 0.13% | 96 |
|
|
2024
Q4 | $300K | Buy |
3,646
+340
| +10% | +$28K | 0.13% | 97 |
|
|
2024
Q3 | $298K | Buy |
3,306
+10
| +0.3% | +$902 | 0.13% | 88 |
|
|
2024
Q2 | $256K | Buy |
3,296
+77
| +2% | +$5.97K | 0.12% | 91 |
|
|
2024
Q1 | $231K | Sell |
3,219
-210
| -6% | -$15.1K | 0.12% | 92 |
|
|
2023
Q4 | $240K | Sell |
3,429
-126
| -4% | -$8.84K | 0.14% | 86 |
|
|
2023
Q3 | $230K | Sell |
3,555
-750
| -17% | -$48.5K | 0.15% | 78 |
|
|
2023
Q2 | $302K | Sell |
4,305
-342
| -7% | -$24K | 0.2% | 69 |
|
|
2023
Q1 | $323K | Sell |
4,647
-243
| -5% | -$16.9K | 0.23% | 58 |
|
|
2022
Q4 | $349K | Sell |
4,890
-231
| -5% | -$16.5K | 0.28% | 56 |
|
|
2022
Q3 | $348K | Buy |
5,121
+975
| +24% | +$66.3K | 0.36% | 43 |
|
|
2022
Q2 | $296K | Sell |
4,146
-8
| -0.2% | -$571 | 0.28% | 51 |
|
|
2022
Q1 | $301K | Sell |
4,154
-41
| -1% | -$2.97K | 0.25% | 53 |
|
|
2021
Q4 | $288K | Buy |
+4,195
| New | +$288K | 0.24% | 52 |
|