MTM Investment Management’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 | $4M | Sell |
43,597
-344
| -0.8% | -$31.6K | 1.34% | 17 |
|
|
2025
Q1 | $4.03M | Buy |
43,941
+30
| +0.1% | +$2.76K | 1.56% | 14 |
|
|
2024
Q4 | $3.61M | Sell |
43,911
-41
| -0.1% | -$3.38K | 1.39% | 16 |
|
|
2024
Q3 | $3.97M | Buy |
43,952
+30
| +0.1% | +$2.71K | 1.55% | 13 |
|
|
2024
Q2 | $3.41M | Buy |
43,922
+33
| +0.1% | +$2.56K | 1.4% | 16 |
|
|
2024
Q1 | $3.15M | Buy |
43,889
+37
| +0.1% | +$2.65K | 1.3% | 19 |
|
|
2023
Q4 | $3.07M | Buy |
43,852
+36
| +0.1% | +$2.52K | 1.41% | 16 |
|
|
2023
Q3 | $2.84M | Buy |
43,816
+38
| +0.1% | +$2.46K | 1.43% | 17 |
|
|
2023
Q2 | $3.08M | Buy |
43,778
+35
| +0.1% | +$2.46K | 1.5% | 15 |
|
|
2023
Q1 | $3.04M | Buy |
43,743
+37
| +0.1% | +$2.57K | 1.56% | 15 |
|
|
2022
Q4 | $3.12M | Buy |
43,706
+35
| +0.1% | +$2.5K | 1.62% | 14 |
|
|
2022
Q3 | $2.97M | Sell |
43,671
-391
| -0.9% | -$26.6K | 1.69% | 13 |
|
|
2022
Q2 | $3.22M | Buy |
44,062
+31
| +0.1% | +$2.27K | 1.74% | 13 |
|
|
2022
Q1 | $3.19M | Buy |
44,031
+129
| +0.3% | +$9.36K | 1.55% | 12 |
|
|
2021
Q4 | $3.01M | Buy |
43,902
+27
| +0.1% | +$1.85K | 1.43% | 13 |
|
|
2021
Q3 | $2.72M | Buy |
43,875
+554
| +1% | +$34.3K | 1.48% | 15 |
|
|
2021
Q2 | $2.62M | Buy |
43,321
+26
| +0.1% | +$1.57K | 1.37% | 18 |
|
|
2021
Q1 | $2.69M | Sell |
43,295
-97
| -0.2% | -$6.03K | 1.52% | 14 |
|
|
2020
Q4 | $2.67M | Buy |
+43,392
| New | +$2.67M | 1.65% | 12 |
|