Donald L. Hagan LLC’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
Q3 | $520K | Hold |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $451K | Hold |
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|
2024
Q3 | $495K | Hold |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $393K | Hold |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $366K | Hold |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $343K | Sell |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $318K | Hold |
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|
2019
Q4 | $387K | Hold |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $314K | Hold |
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|
2019
Q1 | $294K | Buy |
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|
2018
Q4 | $245K | Hold |
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|
2018
Q3 | $243K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $227K | Hold |
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|
2016
Q4 | $225K | Sell |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $248K | Sell |
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|
2016
Q1 | $246K | Buy |
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $229K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $205K | Buy |
|