Hamilton Point Investment 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 | $273K | Buy |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $237K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.06M | Buy |
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|
2016
Q1 | $1.9M | Buy |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.29M | Buy |
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|
2015
Q1 | $1.34M | Sell |
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|
2014
Q4 | $1.49M | Buy |
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|
2014
Q3 | $824K | Buy |
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|
2014
Q2 | $839K | Sell |
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|
2014
Q1 | $815K | Buy |
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|
2013
Q4 | $725K | Buy |
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