Hall Capital 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 | $416K | Buy |
4,527
+912
| +25% | +$83.7K | 0.18% | 66 |
|
|
2025
Q1 | $332K | Buy |
3,615
+118
| +3% | +$10.9K | 0.15% | 75 |
|
|
2024
Q4 | $288K | Buy |
+3,497
| New | +$288K | 0.13% | 87 |
|
|
2024
Q2 | $326K | Sell |
4,203
-45
| -1% | -$3.49K | 0.16% | 78 |
|
|
2024
Q1 | $305K | Sell |
4,248
-146
| -3% | -$10.5K | 0.15% | 84 |
|
|
2023
Q4 | $308K | Sell |
4,394
-1,105
| -20% | -$77.5K | 0.18% | 76 |
|
|
2023
Q3 | $356K | Sell |
5,499
-55
| -1% | -$3.56K | 0.23% | 68 |
|
|
2023
Q2 | $390K | Buy |
5,554
+145
| +3% | +$10.2K | 0.22% | 72 |
|
|
2023
Q1 | $376K | Buy |
5,409
+333
| +7% | +$23.2K | 0.22% | 73 |
|
|
2022
Q4 | $362K | Buy |
5,076
+150
| +3% | +$10.7K | 0.22% | 75 |
|
|
2022
Q3 | $335K | Buy |
+4,926
| New | +$335K | 0.22% | 75 |
|
|
2017
Q2 | – | Sell |
-34,862
| Closed | -$1.74M | – | 84 |
|
|
2017
Q1 | $1.74M | Sell |
34,862
-4,826
| -12% | -$240K | 1.65% | 26 |
|
|
2016
Q4 | $1.95M | Buy |
+39,688
| New | +$1.95M | 1.9% | 19 |
|
|
2015
Q3 | $1.55M | Sell |
34,720
-2,667
| -7% | -$119K | 1.84% | 21 |
|
|
2015
Q2 | $1.57M | Sell |
37,387
-5,613
| -13% | -$235K | 1.78% | 25 |
|
|
2015
Q1 | $1.9M | Buy |
43,000
+1,425
| +3% | +$63.1K | 1.97% | 17 |
|
|
2014
Q4 | $2.04M | Buy |
+41,575
| New | +$2.04M | 2.1% | 14 |
|