MV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
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|
2025
Q1 | $153K | Buy |
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|
2024
Q4 | $135K | Sell |
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|
2024
Q3 | $149K | Sell |
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|
2024
Q2 | $128K | Buy |
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|
2024
Q1 | $117K | Buy |
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|
2023
Q4 | $114K | Buy |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $96.5K | Buy |
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|
2022
Q3 | $84K | Buy |
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|
2022
Q2 | $76K | Sell |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $49K | Buy |
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|
2021
Q1 | $42K | Buy |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $34K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $6K | Sell |
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|
2019
Q3 | $10K | Buy |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $4K | Sell |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $29K | Buy |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $8K | Sell |
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|
2015
Q1 | $62K | Buy |
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|
2014
Q4 | $68K | Buy |
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