MTM Investment Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.21M	Buy	43,647 +21	+0%	+$1.94K	1.33%	17
2025 Q4	$3.8M	Sell	43,626 -1	-0%	-$91	1.21%	16
2025 Q3	$4.13M	Buy	43,627 +30	+0.1%	+$2.8K	1.31%	15
2025 Q2	$4M	Sell	43,597 -344	-0.8%	-$30.9K	1.34%	17
2025 Q1	$4.03M	Buy	43,941 +30	+0.1%	+$2.6K	1.56%	14
2024 Q4	$3.61M	Sell	43,911 -41	-0.1%	-$3.6K	1.39%	16
2024 Q3	$3.97M	Buy	43,952 +30	+0.1%	+$2.56K	1.55%	13
2024 Q2	$3.41M	Buy	43,922 +33	+0.1%	+$2.5K	1.4%	16
2024 Q1	$3.15M	Buy	43,889 +37	+0.1%	+$2.55K	1.3%	19
2023 Q4	$3.07M	Buy	43,852 +36	+0.1%	+$2.47K	1.41%	16
2023 Q3	$2.84M	Buy	43,816 +38	+0.1%	+$2.64K	1.43%	17
2023 Q2	$3.08M	Buy	43,778 +35	+0.1%	+$2.51K	1.5%	15
2023 Q1	$3.04M	Buy	43,743 +37	+0.1%	+$2.49K	1.56%	15
2022 Q4	$3.12M	Buy	43,706 +35	+0.1%	+$2.34K	1.62%	14
2022 Q3	$2.97M	Sell	43,671 -391	-0.9%	-$29.6K	1.69%	13
2022 Q2	$3.22M	Buy	44,062 +31	+0.1%	+$2.28K	1.74%	13
2022 Q1	$3.19M	Buy	44,031 +129	+0.3%	+$8.74K	1.55%	12
2021 Q4	$3.01M	Buy	43,902 +27	+0.1%	+$1.72K	1.43%	13
2021 Q3	$2.72M	Buy	43,875 +554	+1%	+$35.7K	1.48%	15
2021 Q2	$2.62M	Buy	43,321 +26	+0.1%	+$1.66K	1.37%	18
2021 Q1	$2.69M	Sell	43,295 -97	-0.2%	-$5.81K	1.52%	14
2020 Q4	$2.67M	Buy	+43,392	New	+$2.61M	1.65%	12