Mutual of America Capital 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 | $11.6M | Sell |
126,020
-1,379
| -1% | -$127K | 0.12% | 150 |
|
|
2025
Q1 | $11.7M | Sell |
127,399
-3,840
| -3% | -$353K | 0.13% | 131 |
|
|
2024
Q4 | $10.8M | Sell |
131,239
-3,385
| -3% | -$279K | 0.12% | 152 |
|
|
2024
Q3 | $12.1M | Sell |
134,624
-3,264
| -2% | -$294K | 0.13% | 132 |
|
|
2024
Q2 | $10.7M | Sell |
137,888
-5,103
| -4% | -$396K | 0.12% | 150 |
|
|
2024
Q1 | $10.3M | Sell |
142,991
-2,896
| -2% | -$208K | 0.11% | 166 |
|
|
2023
Q4 | $10.2M | Sell |
145,887
-6,664
| -4% | -$467K | 0.12% | 151 |
|
|
2023
Q3 | $9.87M | Sell |
152,551
-4,243
| -3% | -$275K | 0.12% | 151 |
|
|
2023
Q2 | $11M | Buy |
156,794
+1,056
| +0.7% | +$74.2K | 0.13% | 140 |
|
|
2023
Q1 | $10.8M | Buy |
155,738
+262
| +0.2% | +$18.2K | 0.13% | 133 |
|
|
2022
Q4 | $11.1M | Buy |
155,476
+8,299
| +6% | +$593K | 0.14% | 131 |
|
|
2022
Q3 | $10M | Buy |
147,177
+2,309
| +2% | +$157K | 0.14% | 134 |
|
|
2022
Q2 | $10.3M | Buy |
144,868
+3,430
| +2% | +$245K | 0.13% | 132 |
|
|
2022
Q1 | $10.3M | Buy |
141,438
+1,503
| +1% | +$109K | 0.11% | 192 |
|
|
2021
Q4 | $9.6M | Buy |
139,935
+1,006
| +0.7% | +$69K | 0.1% | 240 |
|
|
2021
Q3 | $8.61M | Buy |
138,929
+728
| +0.5% | +$45.1K | 0.09% | 257 |
|
|
2021
Q2 | $8.36M | Buy |
138,201
+1,600
| +1% | +$96.8K | 0.08% | 281 |
|
|
2021
Q1 | $8.49M | Buy |
136,601
+3,844
| +3% | +$239K | 0.09% | 265 |
|
|
2020
Q4 | $8.16M | Sell |
132,757
-4,266
| -3% | -$262K | 0.09% | 248 |
|
|
2020
Q3 | $7.43M | Sell |
137,023
-7,038
| -5% | -$382K | 0.1% | 214 |
|
|
2020
Q2 | $7.47M | Buy |
144,061
+1,109
| +0.8% | +$57.5K | 0.11% | 199 |
|
|
2020
Q1 | $7.74M | Buy |
142,952
+1,338
| +0.9% | +$72.4K | 0.13% | 154 |
|
|
2019
Q4 | $9.02M | Buy |
141,614
+1,837
| +1% | +$117K | 0.12% | 179 |
|
|
2019
Q3 | $8.63M | Buy |
139,777
+1,051
| +0.8% | +$64.9K | 0.12% | 180 |
|
|
2019
Q2 | $7.67M | Buy |
138,726
+572
| +0.4% | +$31.6K | 0.11% | 205 |
|
|
2019
Q1 | $7.14M | Buy |
138,154
+3,468
| +3% | +$179K | 0.1% | 225 |
|
|
2018
Q4 | $5.92M | Buy |
134,686
+3,783
| +3% | +$166K | 0.1% | 254 |
|
|
2018
Q3 | $5.71M | Buy |
130,903
+540
| +0.4% | +$23.5K | 0.08% | 340 |
|
|
2018
Q2 | $6.04M | Buy |
130,363
+1,320
| +1% | +$61.1K | 0.09% | 291 |
|
|
2018
Q1 | $5.76M | Buy |
129,043
+1,640
| +1% | +$73.2K | 0.09% | 304 |
|
|
2017
Q4 | $6.13M | Buy |
127,403
+3,611
| +3% | +$174K | 0.09% | 295 |
|
|
2017
Q3 | $6.08M | Buy |
123,792
+2,710
| +2% | +$133K | 0.1% | 267 |
|
|
2017
Q2 | $5.8M | Sell |
121,082
-1,236
| -1% | -$59.2K | 0.1% | 262 |
|
|
2017
Q1 | $6.09M | Buy |
122,318
+4,307
| +4% | +$214K | 0.11% | 235 |
|
|
2016
Q4 | $5.81M | Buy |
118,011
+5,437
| +5% | +$267K | 0.11% | 237 |
|
|
2016
Q3 | $5.78M | Buy |
112,574
+3,235
| +3% | +$166K | 0.12% | 207 |
|
|
2016
Q2 | $5.86M | Buy |
109,339
+5,204
| +5% | +$279K | 0.12% | 183 |
|
|
2016
Q1 | $5.39M | Buy |
104,135
+3,305
| +3% | +$171K | 0.12% | 193 |
|
|
2015
Q4 | $4.72M | Sell |
100,830
-372
| -0.4% | -$17.4K | 0.11% | 236 |
|
|
2015
Q3 | $4.52M | Buy |
101,202
+1,632
| +2% | +$73K | 0.11% | 225 |
|
|
2015
Q2 | $4.17M | Sell |
99,570
-648
| -0.6% | -$27.2K | 0.09% | 300 |
|
|
2015
Q1 | $4.44M | Buy |
100,218
+3,145
| +3% | +$139K | 0.1% | 272 |
|
|
2014
Q4 | $4.77M | Buy |
97,073
+1,355
| +1% | +$66.5K | 0.11% | 234 |
|
|
2014
Q3 | $4.18M | Buy |
95,718
+1,795
| +2% | +$78.4K | 0.1% | 260 |
|
|
2014
Q2 | $4.26M | Sell |
93,923
-2,153
| -2% | -$97.7K | 0.1% | 249 |
|
|
2014
Q1 | $4.22M | Buy |
96,076
+445
| +0.5% | +$19.6K | 0.1% | 267 |
|
|
2013
Q4 | $3.93M | Buy |
95,631
+4,100
| +4% | +$169K | 0.1% | 286 |
|
|
2013
Q3 | $3.77M | Buy |
91,531
+2,534
| +3% | +$104K | 0.1% | 254 |
|
|
2013
Q2 | $3.93M | Buy |
+88,997
| New | +$3.93M | 0.12% | 202 |
|