MSH Capital Advisors’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 | $1.96M | Buy |
21,336
+300
| +1% | +$27.5K | 0.56% | 51 |
|
|
2025
Q1 | $1.93M | Buy |
21,036
+785
| +4% | +$72.2K | 0.6% | 48 |
|
|
2024
Q4 | $1.67M | Buy |
20,251
+750
| +4% | +$61.7K | 0.52% | 55 |
|
|
2024
Q3 | $1.76M | Hold |
19,501
| – | – | 0.54% | 61 |
|
|
2024
Q2 | $1.51M | Buy |
19,501
+315
| +2% | +$24.4K | 0.51% | 63 |
|
|
2024
Q1 | $1.38M | Sell |
19,186
-436
| -2% | -$31.3K | 0.48% | 65 |
|
|
2023
Q4 | $1.38M | Sell |
19,622
-154
| -0.8% | -$10.8K | 0.51% | 63 |
|
|
2023
Q3 | $1.28M | Sell |
19,776
-742
| -4% | -$48K | 0.5% | 65 |
|
|
2023
Q2 | $1.44M | Buy |
20,518
+210
| +1% | +$14.8K | 0.53% | 66 |
|
|
2023
Q1 | $1.41M | Sell |
20,308
-216
| -1% | -$15K | 0.6% | 61 |
|
|
2022
Q4 | $1.47M | Buy |
20,524
+389
| +2% | +$27.8K | 0.66% | 52 |
|
|
2022
Q3 | $1.37M | Sell |
20,135
-419
| -2% | -$28.5K | 0.67% | 53 |
|
|
2022
Q2 | $1.47M | Buy |
20,554
+677
| +3% | +$48.3K | 0.68% | 49 |
|
|
2022
Q1 | $1.44M | Buy |
19,877
+1,327
| +7% | +$96.2K | 0.59% | 56 |
|
|
2021
Q4 | $1.27M | Buy |
+18,550
| New | +$1.27M | 0.57% | 59 |
|