Moseley 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
Q2 | $422K | Sell |
4,591
-846
| -16% | -$77.7K | 0.15% | 105 |
|
|
2025
Q1 | $500K | Sell |
5,437
-858
| -14% | -$78.9K | 0.2% | 88 |
|
|
2024
Q4 | $518K | Buy |
6,295
+19
| +0.3% | +$1.56K | 0.2% | 88 |
|
|
2024
Q3 | $566K | Buy |
6,276
+12
| +0.2% | +$1.08K | 0.23% | 84 |
|
|
2024
Q2 | $486K | Buy |
6,264
+26
| +0.4% | +$2.02K | 0.23% | 84 |
|
|
2024
Q1 | $448K | Sell |
6,238
-655
| -10% | -$47K | 0.22% | 89 |
|
|
2023
Q4 | $483K | Sell |
6,893
-389
| -5% | -$27.3K | 0.27% | 87 |
|
|
2023
Q3 | $471K | Buy |
7,282
+178
| +3% | +$11.5K | 0.28% | 83 |
|
|
2023
Q2 | $499K | Buy |
7,104
+55
| +0.8% | +$3.86K | 0.29% | 83 |
|
|
2023
Q1 | $490K | Buy |
7,049
+311
| +5% | +$21.6K | 0.32% | 80 |
|
|
2022
Q4 | $481K | Sell |
6,738
-245
| -4% | -$17.5K | 0.34% | 73 |
|
|
2022
Q3 | $475K | Sell |
6,983
-934
| -12% | -$63.5K | 0.35% | 71 |
|
|
2022
Q2 | $565K | Buy |
7,917
+13
| +0.2% | +$928 | 0.39% | 65 |
|
|
2022
Q1 | $573K | Sell |
7,904
-665
| -8% | -$48.2K | 0.31% | 87 |
|
|
2021
Q4 | $588K | Sell |
8,569
-19
| -0.2% | -$1.3K | 0.27% | 94 |
|
|
2021
Q3 | $530K | Hold |
8,588
| – | – | 0.27% | 96 |
|
|
2021
Q2 | $520K | Buy |
8,588
+2,055
| +31% | +$124K | 0.26% | 95 |
|
|
2021
Q1 | $406K | Hold |
6,533
| – | – | 0.22% | 106 |
|
|
2020
Q4 | $401K | Buy |
6,533
+77
| +1% | +$4.73K | 0.23% | 101 |
|
|
2020
Q3 | $350K | Buy |
6,456
+97
| +2% | +$5.26K | 0.25% | 95 |
|
|
2020
Q2 | $330K | Buy |
6,359
+298
| +5% | +$15.5K | 0.27% | 93 |
|
|
2020
Q1 | $328K | Buy |
6,061
+40
| +0.7% | +$2.17K | 0.39% | 72 |
|
|
2019
Q4 | $384K | Buy |
+6,021
| New | +$384K | 0.38% | 79 |
|