Flagship Harbor Advisors’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 | $698K | Buy |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $630K | Buy |
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|
2024
Q4 | $557K | Buy |
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|
2024
Q3 | $502K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $508K | Hold |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $667K | Buy |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | $495K | Buy |
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|
2019
Q3 | $479K | Buy |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $405K | Sell |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $579K | Sell |
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|
2018
Q2 | $644K | Buy |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $336K | Sell |
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|
2017
Q3 | $358K | Sell |
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|
2017
Q2 | $354K | Sell |
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|
2017
Q1 | $386K | Sell |
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|
2016
Q4 | $375K | Buy |
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