MOTCO’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 | $526K | Hold |
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|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $197K | Sell |
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|
2023
Q3 | $198K | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $676K | Hold |
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|
2021
Q3 | $611K | Sell |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $631K | Sell |
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|
2020
Q3 | $651K | Buy |
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|
2020
Q2 | $607K | Hold |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $748K | Buy |
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|
2019
Q3 | $671K | Sell |
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|
2019
Q2 | $655K | Buy |
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|
2019
Q1 | $218K | Hold |
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|
2018
Q4 | $186K | Sell |
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|
2018
Q3 | $3.24M | Buy |
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|
2018
Q2 | $3.41M | Buy |
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|
2018
Q1 | $3.19M | Buy |
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|
2017
Q4 | $3.21M | Sell |
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|
2017
Q3 | $3.29M | Buy |
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|
2017
Q2 | $3.09M | Sell |
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|
2017
Q1 | $3.25M | Buy |
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|
2016
Q4 | $3.2M | Buy |
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|
2016
Q3 | $3.27M | Sell |
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|
2016
Q2 | $3.47M | Sell |
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|
2016
Q1 | $3.44M | Buy |
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|
2015
Q4 | $3.07M | Sell |
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|
2015
Q3 | $3.15M | Buy |
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|
2015
Q2 | $2.72M | Buy |
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|
2015
Q1 | $2.72M | Sell |
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|
2014
Q4 | $3.27M | Sell |
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|
2014
Q3 | $3.04M | Buy |
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|
2014
Q2 | $172K | Hold |
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|
2014
Q1 | $166K | Hold |
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|
2013
Q4 | $155K | Buy |
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|
2013
Q3 | $143K | Sell |
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|
2013
Q2 | $161K | Buy |
|