CDH
Charles D. Hyman’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $35M | Buy |
451,187
+2,555
| +0.6% | +$198K | 1.95% | 16 |
|
|
2024
Q1 | $32.2M | Buy |
448,632
+1,398
| +0.3% | +$100K | 1.78% | 17 |
|
|
2023
Q4 | $31.4M | Sell |
447,234
-3,998
| -0.9% | -$280K | 1.88% | 17 |
|
|
2023
Q3 | $29.2M | Buy |
451,232
+663
| +0.1% | +$42.9K | 1.9% | 16 |
|
|
2023
Q2 | $31.7M | Buy |
450,569
+3,267
| +0.7% | +$230K | 1.98% | 15 |
|
|
2023
Q1 | $31.1M | Sell |
447,302
-1,397
| -0.3% | -$97.2K | 2.08% | 14 |
|
|
2022
Q4 | $32M | Sell |
448,699
-668
| -0.1% | -$47.7K | 2.19% | 13 |
|
|
2022
Q3 | $30.6M | Sell |
449,367
-7,515
| -2% | -$511K | 2.35% | 11 |
|
|
2022
Q2 | $32.6M | Sell |
456,882
-2,973
| -0.6% | -$212K | 2.37% | 8 |
|
|
2022
Q1 | $33.3M | Buy |
459,855
+6,758
| +1% | +$490K | 2.11% | 12 |
|
|
2021
Q4 | $31.1M | Buy |
453,097
+4,210
| +0.9% | +$289K | 1.97% | 16 |
|
|
2021
Q3 | $27.8M | Buy |
448,887
+11,011
| +3% | +$682K | 1.95% | 17 |
|
|
2021
Q2 | $26.5M | Sell |
437,876
-1,243
| -0.3% | -$75.2K | 1.85% | 20 |
|
|
2021
Q1 | $27.3M | Buy |
439,119
+7,911
| +2% | +$492K | 2% | 14 |
|
|
2020
Q4 | $26.5M | Sell |
431,208
-743
| -0.2% | -$45.6K | 2.12% | 13 |
|
|
2020
Q3 | $23.4M | Sell |
431,951
-165
| -0% | -$8.95K | 2.07% | 14 |
|
|
2020
Q2 | $22.4M | Buy |
432,116
+31,865
| +8% | +$1.65M | 2.16% | 11 |
|
|
2020
Q1 | $21.7M | Buy |
400,251
+1,096
| +0.3% | +$59.3K | 2.72% | 7 |
|
|
2019
Q4 | $25.4M | Sell |
399,155
-1,086
| -0.3% | -$69.2K | 2.49% | 9 |
|
|
2019
Q3 | $24.7M | Sell |
400,241
-2,425
| -0.6% | -$150K | 2.59% | 6 |
|
|
2019
Q2 | $22.3M | Buy |
402,666
+1,405
| +0.4% | +$77.7K | 2.32% | 12 |
|
|
2019
Q1 | $20.7M | Buy |
401,261
+20,220
| +5% | +$1.04M | 2.13% | 11 |
|
|
2018
Q4 | $16.7M | Buy |
381,041
+846
| +0.2% | +$37.2K | 1.98% | 14 |
|
|
2018
Q3 | $16.6M | Buy |
380,195
+11,083
| +3% | +$483K | 1.72% | 20 |
|
|
2018
Q2 | $17.1M | Buy |
369,112
+8,630
| +2% | +$400K | 1.92% | 17 |
|
|
2018
Q1 | $16.1M | Buy |
360,482
+14,385
| +4% | +$642K | 1.86% | 17 |
|
|
2017
Q4 | $16.6M | Buy |
346,097
+9,510
| +3% | +$457K | 1.91% | 18 |
|
|
2017
Q3 | $16.5M | Sell |
336,587
-5,542
| -2% | -$272K | 2.05% | 12 |
|
|
2017
Q2 | $16.4M | Buy |
342,129
+10,825
| +3% | +$518K | 2.09% | 12 |
|
|
2017
Q1 | $16.5M | Buy |
331,304
+6,749
| +2% | +$336K | 2.19% | 10 |
|
|
2016
Q4 | $16M | Buy |
324,555
+1,450
| +0.4% | +$71.3K | 2.25% | 8 |
|
|
2016
Q3 | $16.6M | Buy |
323,105
+9,725
| +3% | +$499K | 2.46% | 7 |
|
|
2016
Q2 | $16.8M | Buy |
313,380
+9,650
| +3% | +$518K | 2.52% | 6 |
|
|
2016
Q1 | $15.7M | Buy |
303,730
+4,425
| +1% | +$229K | 2.49% | 8 |
|
|
2015
Q4 | $14M | Buy |
299,305
+150
| +0.1% | +$7.02K | 2.31% | 8 |
|
|
2015
Q3 | $13.4M | Sell |
299,155
-5,320
| -2% | -$238K | 2.34% | 7 |
|
|
2015
Q2 | $12.8M | Buy |
304,475
+2,062
| +0.7% | +$86.4K | 2.05% | 14 |
|
|
2015
Q1 | $13.4M | Sell |
302,413
-957
| -0.3% | -$42.4K | 2.15% | 13 |
|
|
2014
Q4 | $14.9M | Sell |
303,370
-1,208
| -0.4% | -$59.3K | 2.4% | 8 |
|
|
2014
Q3 | $13.3M | Buy |
304,578
+19,854
| +7% | +$867K | 2.22% | 11 |
|
|
2014
Q2 | $12.9M | Buy |
284,724
+4,575
| +2% | +$208K | 2.18% | 11 |
|
|
2014
Q1 | $12.3M | Buy |
280,149
+8,225
| +3% | +$361K | 2.22% | 11 |
|
|
2013
Q4 | $11.2M | Sell |
271,924
-2,214
| -0.8% | -$91K | 2.05% | 15 |
|
|
2013
Q3 | $11.3M | Sell |
274,138
-4,835
| -2% | -$199K | 2.24% | 11 |
|
|
2013
Q2 | $12.3M | Buy |
+278,973
| New | +$12.3M | 2.53% | 8 |
|