HPIA
Hamilton Point Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
2,878
| – | – | 0.04% | 117 |
|
|
2025
Q1 | $265K | Sell |
2,878
-5
| -0.2% | -$460 | 0.05% | 112 |
|
|
2024
Q4 | $237K | Buy |
+2,883
| New | +$237K | 0.04% | 113 |
|
|
2016
Q3 | – | Sell |
-38,401
| Closed | -$2.06M | – | 75 |
|
|
2016
Q2 | $2.06M | Buy |
38,401
+1,765
| +5% | +$94.6K | 1.35% | 34 |
|
|
2016
Q1 | $1.9M | Buy |
36,636
+200
| +0.5% | +$10.3K | 1.27% | 37 |
|
|
2015
Q4 | $1.71M | Buy |
36,436
+3,766
| +12% | +$176K | 1.18% | 40 |
|
|
2015
Q3 | $1.46M | Buy |
32,670
+1,815
| +6% | +$81.1K | 1.14% | 43 |
|
|
2015
Q2 | $1.29M | Buy |
30,855
+580
| +2% | +$24.3K | 1.05% | 43 |
|
|
2015
Q1 | $1.34M | Sell |
30,275
-65
| -0.2% | -$2.88K | 1.1% | 42 |
|
|
2014
Q4 | $1.49M | Buy |
30,340
+11,455
| +61% | +$563K | 1.28% | 37 |
|
|
2014
Q3 | $824K | Buy |
18,885
+400
| +2% | +$17.5K | 0.77% | 58 |
|
|
2014
Q2 | $839K | Sell |
18,485
-65
| -0.4% | -$2.95K | 0.78% | 59 |
|
|
2014
Q1 | $815K | Buy |
18,550
+905
| +5% | +$39.8K | 0.76% | 60 |
|
|
2013
Q4 | $725K | Buy |
+17,645
| New | +$725K | 0.72% | 59 |
|