MCIA
Mountain Capital Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,290
| Closed | -$887K | – | 71 |
|
|
2023
Q4 | $887K | Sell |
12,290
-633
| -5% | -$45.7K | 0.3% | 25 |
|
|
2023
Q3 | $880K | Sell |
12,923
-11,153
| -46% | -$760K | 0.33% | 25 |
|
|
2023
Q2 | $1.76M | Sell |
24,076
-7,399
| -24% | -$540K | 0.66% | 22 |
|
|
2023
Q1 | $2.28M | Sell |
31,475
-765
| -2% | -$55.4K | 1% | 23 |
|
|
2022
Q4 | $2.29M | Buy |
32,240
+9,473
| +42% | +$674K | 1.04% | 29 |
|
|
2022
Q3 | $1.47M | Buy |
22,767
+401
| +2% | +$25.9K | 0.77% | 44 |
|
|
2022
Q2 | $1.59M | Buy |
22,366
+657
| +3% | +$46.8K | 0.8% | 40 |
|
|
2022
Q1 | $1.62M | Sell |
21,709
-1,343
| -6% | -$100K | 0.76% | 44 |
|
|
2021
Q4 | $1.56M | Buy |
23,052
+6,233
| +37% | +$422K | 0.71% | 49 |
|
|
2021
Q3 | $1.05M | Buy |
16,819
+518
| +3% | +$32.4K | 0.56% | 68 |
|
|
2021
Q2 | $1M | Sell |
16,301
-2,283
| -12% | -$140K | 0.46% | 71 |
|
|
2021
Q1 | $1.18M | Buy |
18,584
+2,816
| +18% | +$179K | 0.59% | 58 |
|
|
2020
Q4 | $965K | Sell |
15,768
-3,958
| -20% | -$242K | 0.58% | 55 |
|
|
2020
Q3 | $1.16M | Buy |
+19,726
| New | +$1.16M | 0.75% | 48 |
|
|
2017
Q4 | – | Sell |
-166
| Closed | -$8K | – | 364 |
|
|
2017
Q3 | $8K | Sell |
166
-13
| -7% | -$627 | 0.01% | 301 |
|
|
2017
Q2 | $9K | Buy |
+179
| New | +$9K | 0.01% | 314 |
|