Mystic Asset 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 | $1.85M | Sell |
20,166
-72
| -0.4% | -$6.61K | 0.45% | 62 |
|
|
2025
Q1 | $1.86M | Buy |
20,238
+327
| +2% | +$30.1K | 0.49% | 59 |
|
|
2024
Q4 | $1.64M | Buy |
19,911
+796
| +4% | +$65.5K | 0.44% | 62 |
|
|
2024
Q3 | $1.72M | Sell |
19,115
-413
| -2% | -$37.2K | 0.65% | 47 |
|
|
2024
Q2 | $1.51M | Sell |
19,528
-28
| -0.1% | -$2.17K | 0.61% | 48 |
|
|
2024
Q1 | $1.4M | Buy |
19,556
+1,098
| +6% | +$78.8K | 0.58% | 55 |
|
|
2023
Q4 | $1.29M | Buy |
18,458
+852
| +5% | +$59.7K | 0.62% | 54 |
|
|
2023
Q3 | $1.14M | Buy |
17,606
+40
| +0.2% | +$2.59K | 0.64% | 50 |
|
|
2023
Q2 | $1.23M | Sell |
17,566
-700
| -4% | -$49.2K | 0.66% | 49 |
|
|
2023
Q1 | $1.27M | Sell |
18,266
-175
| -0.9% | -$12.2K | 0.7% | 45 |
|
|
2022
Q4 | $1.32M | Buy |
18,441
+65
| +0.4% | +$4.64K | 0.75% | 46 |
|
|
2022
Q3 | $1.25M | Buy |
18,376
+150
| +0.8% | +$10.2K | 0.8% | 42 |
|
|
2022
Q2 | $1.3M | Sell |
18,226
-101
| -0.6% | -$7.2K | 0.79% | 43 |
|
|
2022
Q1 | $1.33M | Buy |
18,327
+475
| +3% | +$34.4K | 0.71% | 45 |
|
|
2021
Q4 | $1.22M | Buy |
+17,852
| New | +$1.22M | 0.58% | 55 |
|