MCM
MV Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
1,653
-13
| -0.8% | -$1.19K | 0.02% | 204 |
|
|
2025
Q1 | $153K | Buy |
1,666
+25
| +2% | +$2.3K | 0.02% | 191 |
|
|
2024
Q4 | $135K | Sell |
1,641
-6
| -0.4% | -$494 | 0.01% | 199 |
|
|
2024
Q3 | $149K | Sell |
1,647
-7
| -0.4% | -$631 | 0.02% | 199 |
|
|
2024
Q2 | $128K | Buy |
1,654
+21
| +1% | +$1.63K | 0.01% | 201 |
|
|
2024
Q1 | $117K | Buy |
1,633
+7
| +0.4% | +$502 | 0.01% | 207 |
|
|
2023
Q4 | $114K | Buy |
1,626
+36
| +2% | +$2.52K | 0.01% | 205 |
|
|
2023
Q3 | $103K | Buy |
1,590
+17
| +1% | +$1.1K | 0.01% | 202 |
|
|
2023
Q2 | $111K | Buy |
1,573
+13
| +0.8% | +$913 | 0.01% | 201 |
|
|
2023
Q1 | $109K | Buy |
1,560
+208
| +15% | +$14.5K | 0.02% | 197 |
|
|
2022
Q4 | $96.5K | Buy |
1,352
+122
| +10% | +$8.71K | 0.01% | 172 |
|
|
2022
Q3 | $84K | Buy |
1,230
+166
| +16% | +$11.3K | 0.01% | 173 |
|
|
2022
Q2 | $76K | Sell |
1,064
-13
| -1% | -$929 | 0.01% | 186 |
|
|
2022
Q1 | $78K | Buy |
1,077
+82
| +8% | +$5.94K | 0.01% | 189 |
|
|
2021
Q4 | $68K | Buy |
995
+36
| +4% | +$2.46K | 0.01% | 192 |
|
|
2021
Q3 | $59K | Buy |
959
+149
| +18% | +$9.17K | 0.01% | 196 |
|
|
2021
Q2 | $49K | Buy |
810
+137
| +20% | +$8.29K | 0.01% | 192 |
|
|
2021
Q1 | $42K | Buy |
673
+11
| +2% | +$686 | 0.01% | 180 |
|
|
2020
Q4 | $41K | Hold |
662
| – | – | 0.01% | 169 |
|
|
2020
Q3 | $36K | Hold |
662
| – | – | 0.01% | 160 |
|
|
2020
Q2 | $34K | Buy |
662
+562
| +562% | +$28.9K | 0.01% | 164 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 250 |
|
|
2019
Q4 | $6K | Sell |
100
-66
| -40% | -$3.96K | ﹤0.01% | 277 |
|
|
2019
Q3 | $10K | Buy |
166
+66
| +66% | +$3.98K | ﹤0.01% | 239 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 268 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 279 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $4K | Sell |
100
-196
| -66% | -$7.84K | ﹤0.01% | 328 |
|
|
2017
Q4 | $14K | Hold |
296
| – | – | ﹤0.01% | 231 |
|
|
2017
Q3 | $15K | Hold |
296
| – | – | ﹤0.01% | 222 |
|
|
2017
Q2 | $14K | Hold |
296
| – | – | ﹤0.01% | 227 |
|
|
2017
Q1 | $15K | Sell |
296
-300
| -50% | -$15.2K | ﹤0.01% | 216 |
|
|
2016
Q4 | $29K | Buy |
596
+196
| +49% | +$9.54K | 0.01% | 178 |
|
|
2016
Q3 | $21K | Buy |
400
+300
| +300% | +$15.8K | 0.01% | 192 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2016
Q1 | $5K | Sell |
100
-100
| -50% | -$5K | ﹤0.01% | 262 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 242 |
|
|
2015
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 232 |
|
|
2015
Q2 | $8K | Sell |
200
-1,204
| -86% | -$48.2K | ﹤0.01% | 322 |
|
|
2015
Q1 | $62K | Buy |
1,404
+19
| +1% | +$839 | 0.03% | 155 |
|
|
2014
Q4 | $68K | Buy |
+1,385
| New | +$68K | 0.03% | 142 |
|