Moseley Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Sell |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $573K | Sell |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $530K | Hold |
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|
2021
Q2 | $520K | Buy |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $350K | Buy |
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|
2020
Q2 | $330K | Buy |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $384K | Buy |
|