M
MOTCO’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
5,554
-175
| -3% | -$16.5K | 0.05% | 144 |
|
|
2025
Q1 | $527K | Buy |
5,729
+211
| +4% | +$19.4K | 0.06% | 136 |
|
|
2024
Q4 | $454K | Hold |
5,518
| – | – | 0.05% | 140 |
|
|
2024
Q3 | $498K | Buy |
5,518
+2,693
| +95% | +$243K | 0.05% | 152 |
|
|
2024
Q2 | $219K | Buy |
2,825
+20
| +0.7% | +$1.55K | 0.01% | 266 |
|
|
2024
Q1 | $201K | Sell |
2,805
-5
| -0.2% | -$359 | 0.01% | 273 |
|
|
2023
Q4 | $197K | Sell |
2,810
-254
| -8% | -$17.8K | 0.01% | 252 |
|
|
2023
Q3 | $198K | Sell |
3,064
-64
| -2% | -$4.14K | 0.01% | 238 |
|
|
2023
Q2 | $220K | Buy |
3,128
+69
| +2% | +$4.85K | 0.01% | 225 |
|
|
2023
Q1 | $213K | Hold |
3,059
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $218K | Buy |
3,059
+254
| +9% | +$18.1K | 0.02% | 221 |
|
|
2022
Q3 | $191K | Hold |
2,805
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $200K | Hold |
2,805
| – | – | 0.02% | 233 |
|
|
2022
Q1 | $203K | Sell |
2,805
-7,050
| -72% | -$510K | 0.01% | 235 |
|
|
2021
Q4 | $676K | Hold |
9,855
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $611K | Sell |
9,855
-378
| -4% | -$23.4K | 0.04% | 165 |
|
|
2021
Q2 | $619K | Buy |
10,233
+145
| +1% | +$8.77K | 0.04% | 161 |
|
|
2021
Q1 | $627K | Sell |
10,088
-176
| -2% | -$10.9K | 0.04% | 157 |
|
|
2020
Q4 | $631K | Sell |
10,264
-1,745
| -15% | -$107K | 0.05% | 155 |
|
|
2020
Q3 | $651K | Buy |
12,009
+311
| +3% | +$16.9K | 0.05% | 149 |
|
|
2020
Q2 | $607K | Hold |
11,698
| – | – | 0.05% | 145 |
|
|
2020
Q1 | $633K | Sell |
11,698
-49
| -0.4% | -$2.65K | 0.06% | 141 |
|
|
2019
Q4 | $748K | Buy |
11,747
+892
| +8% | +$56.8K | 0.06% | 140 |
|
|
2019
Q3 | $671K | Sell |
10,855
-992
| -8% | -$61.3K | 0.06% | 145 |
|
|
2019
Q2 | $655K | Buy |
11,847
+7,620
| +180% | +$421K | 0.06% | 144 |
|
|
2019
Q1 | $218K | Hold |
4,227
| – | – | 0.02% | 206 |
|
|
2018
Q4 | $186K | Sell |
4,227
-70,078
| -94% | -$3.08M | 0.02% | 208 |
|
|
2018
Q3 | $3.24M | Buy |
74,305
+662
| +0.9% | +$28.9K | 0.32% | 99 |
|
|
2018
Q2 | $3.41M | Buy |
73,643
+2,324
| +3% | +$108K | 0.35% | 97 |
|
|
2018
Q1 | $3.19M | Buy |
71,319
+4,628
| +7% | +$207K | 0.33% | 97 |
|
|
2017
Q4 | $3.21M | Sell |
66,691
-239
| -0.4% | -$11.5K | 0.32% | 102 |
|
|
2017
Q3 | $3.29M | Buy |
66,930
+2,307
| +4% | +$113K | 0.34% | 99 |
|
|
2017
Q2 | $3.09M | Sell |
64,623
-622
| -1% | -$29.8K | 0.32% | 104 |
|
|
2017
Q1 | $3.25M | Buy |
65,245
+228
| +0.4% | +$11.4K | 0.35% | 99 |
|
|
2016
Q4 | $3.2M | Buy |
65,017
+1,311
| +2% | +$64.5K | 0.36% | 101 |
|
|
2016
Q3 | $3.27M | Sell |
63,706
-957
| -1% | -$49.1K | 0.36% | 95 |
|
|
2016
Q2 | $3.47M | Sell |
64,663
-1,776
| -3% | -$95.3K | 0.38% | 93 |
|
|
2016
Q1 | $3.44M | Buy |
66,439
+782
| +1% | +$40.4K | 0.39% | 88 |
|
|
2015
Q4 | $3.07M | Sell |
65,657
-4,711
| -7% | -$220K | 0.36% | 95 |
|
|
2015
Q3 | $3.15M | Buy |
70,368
+5,357
| +8% | +$240K | 0.38% | 90 |
|
|
2015
Q2 | $2.72M | Buy |
65,011
+3,641
| +6% | +$153K | 0.31% | 103 |
|
|
2015
Q1 | $2.72M | Sell |
61,370
-5,138
| -8% | -$228K | 0.3% | 102 |
|
|
2014
Q4 | $3.27M | Sell |
66,508
-3,135
| -5% | -$154K | 0.35% | 92 |
|
|
2014
Q3 | $3.04M | Buy |
69,643
+65,861
| +1,741% | +$2.87M | 0.32% | 107 |
|
|
2014
Q2 | $172K | Hold |
3,782
| – | – | 0.02% | 199 |
|
|
2014
Q1 | $166K | Hold |
3,782
| – | – | 0.02% | 198 |
|
|
2013
Q4 | $155K | Buy |
3,782
+300
| +9% | +$12.3K | 0.02% | 202 |
|
|
2013
Q3 | $143K | Sell |
3,482
-160
| -4% | -$6.57K | 0.02% | 207 |
|
|
2013
Q2 | $161K | Buy |
+3,642
| New | +$161K | 0.02% | 205 |
|