Murphy Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $626K | Sell |
8,787
-122
| -1% | -$8.96K | 0.09% | 128 |
|
|
2022
Q1 | $646K | Sell |
8,909
-2,075
| -19% | -$141K | 0.07% | 140 |
|
|
2021
Q4 | $753K | Sell |
10,984
-1,275
| -10% | -$81.3K | 0.08% | 131 |
|
|
2021
Q3 | $759K | Sell |
12,259
-1,320
| -10% | -$85K | 0.09% | 128 |
|
|
2021
Q2 | $821K | Sell |
13,579
-425
| -3% | -$27.2K | 0.09% | 127 |
|
|
2021
Q1 | $870K | Sell |
14,004
-1,099
| -7% | -$65.8K | 0.11% | 118 |
|
|
2020
Q4 | $927K | Sell |
15,103
-571
| -4% | -$34.3K | 0.12% | 114 |
|
|
2020
Q3 | $849K | Buy |
15,674
+430
| +3% | +$23K | 0.12% | 112 |
|
|
2020
Q2 | $790K | Sell |
15,244
-133
| -0.9% | -$7.39K | 0.12% | 119 |
|
|
2020
Q1 | $832K | Sell |
15,377
-1,315
| -8% | -$83.3K | 0.16% | 107 |
|
|
2019
Q4 | $1.06M | Sell |
16,692
-233
| -1% | -$14.4K | 0.15% | 116 |
|
|
2019
Q3 | $1.04M | Sell |
16,925
-3,605
| -18% | -$209K | 0.16% | 117 |
|
|
2019
Q2 | $1.13M | Sell |
20,530
-3,071
| -13% | -$164K | 0.17% | 117 |
|
|
2019
Q1 | $1.22M | Sell |
23,601
-375
| -2% | -$18.4K | 0.19% | 116 |
|
|
2018
Q4 | $1.05M | Sell |
23,976
-1,435
| -6% | -$65.2K | 0.18% | 116 |
|
|
2018
Q3 | $1.11M | Sell |
25,411
-3,169
| -11% | -$146K | 0.15% | 125 |
|
|
2018
Q2 | $1.32M | Sell |
28,580
-529
| -2% | -$23.7K | 0.19% | 119 |
|
|
2018
Q1 | $1.3M | Sell |
29,109
-885
| -3% | -$39.3K | 0.18% | 120 |
|
|
2017
Q4 | $1.44M | Sell |
29,994
-515
| -2% | -$26.2K | 0.2% | 115 |
|
|
2017
Q3 | $1.5M | Sell |
30,509
-725
| -2% | -$35.1K | 0.21% | 111 |
|
|
2017
Q2 | $1.5M | Sell |
31,234
-61
| -0.2% | -$3.06K | 0.22% | 110 |
|
|
2017
Q1 | $1.56M | Sell |
31,295
-830
| -3% | -$41K | 0.23% | 105 |
|
|
2016
Q4 | $1.58M | Buy |
32,125
+625
| +2% | +$30.7K | 0.25% | 97 |
|
|
2016
Q3 | $1.61M | Buy |
31,500
+1,950
| +7% | +$103K | 0.25% | 98 |
|
|
2016
Q2 | $1.58M | Sell |
29,550
-3,500
| -11% | -$176K | 0.25% | 98 |
|
|
2016
Q1 | $1.71M | Buy |
33,050
+2,600
| +9% | +$127K | 0.27% | 95 |
|
|
2015
Q4 | $1.42M | Sell |
30,450
-1,270
| -4% | -$57.6K | 0.22% | 108 |
|
|
2015
Q3 | $1.42M | Buy |
31,720
+1,000
| +3% | +$43.9K | 0.23% | 107 |
|
|
2015
Q2 | $1.29M | Sell |
30,720
-13,770
| -31% | -$600K | 0.19% | 127 |
|
|
2015
Q1 | $1.97M | Buy |
44,490
+275
| +0.6% | +$13.1K | 0.29% | 94 |
|
|
2014
Q4 | $2.17M | Sell |
44,215
-1,709
| -4% | -$80.7K | 0.33% | 86 |
|
|
2014
Q3 | $2M | Sell |
45,924
-2,101
| -4% | -$92.3K | 0.31% | 87 |
|
|
2014
Q2 | $2.18M | Sell |
48,025
-930
| -2% | -$41.1K | 0.35% | 80 |
|
|
2014
Q1 | $2.15M | Sell |
48,955
-3,083
| -6% | -$129K | 0.36% | 80 |
|
|
2013
Q4 | $2.14M | Sell |
52,038
-7,697
| -13% | -$318K | 0.37% | 74 |
|
|
2013
Q3 | $2.46M | Sell |
59,735
-6,172
| -9% | -$266K | 0.46% | 66 |
|
|
2013
Q2 | $2.91M | Buy |
+65,907
| New | +$3.03M | 0.59% | 46 |
|
Other funds holding SO
Murphy Capital Management's SO Position: Q2 2022 in Review
Murphy Capital Management reduced its Southern Company (SO) stake by 1.4% in Q2 2022, selling an estimated $8.96K and leaving 8,787 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #128.
Murphy Capital Management first reported a position in SO in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.91M in Q2 2013. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.
- Murphy Capital Management held 8,787 shares of Southern Company worth $626K as of Q2 2022.
- Murphy Capital Management sold 122 Southern Company shares in Q2 2022, an estimated $8.96K.
- Southern Company made up 0.09% of Murphy Capital Management's portfolio in Q2 2022, its #128 holding.
- Murphy Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 37 quarters since.
- Murphy Capital Management's Southern Company position peaked at $2.91M in Q2 2013.
- 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.
Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.