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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.13M | Buy |
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|
2025
Q2 | $4M | Sell |
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|
2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $3.61M | Sell |
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|
2024
Q3 | $3.97M | Buy |
|
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|
2024
Q2 | $3.41M | Buy |
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|
2024
Q1 | $3.15M | Buy |
|
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|
2023
Q4 | $3.07M | Buy |
|
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|
2023
Q3 | $2.84M | Buy |
|
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|
2023
Q2 | $3.08M | Buy |
|
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|
2023
Q1 | $3.04M | Buy |
|
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|
2022
Q4 | $3.12M | Buy |
|
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|
2022
Q3 | $2.97M | Sell |
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|
2022
Q2 | $3.22M | Buy |
|
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $2.72M | Buy |
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|
2021
Q2 | $2.62M | Buy |
|
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|
2021
Q1 | $2.69M | Sell |
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|
2020
Q4 | $2.67M | Buy |
|