Hanlon Investment 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 | $241K | Buy |
2,628
+22
| +0.8% | +$2.02K | 0.17% | 154 |
|
|
2025
Q1 | $240K | Buy |
+2,606
| New | +$240K | 0.18% | 148 |
|
|
2024
Q4 | – | Sell |
-2,237
| Closed | -$202K | – | 191 |
|
|
2024
Q3 | $202K | Buy |
+2,237
| New | +$202K | 0.06% | 167 |
|
|
2017
Q2 | – | Sell |
-52,859
| Closed | -$2.63M | – | 112 |
|
|
2017
Q1 | $2.63M | Sell |
52,859
-5,307
| -9% | -$264K | 0.33% | 58 |
|
|
2016
Q4 | $2.86M | Sell |
58,166
-21,080
| -27% | -$1.04M | 0.34% | 52 |
|
|
2016
Q3 | $4.07M | Sell |
79,246
-34,785
| -31% | -$1.78M | 0.38% | 25 |
|
|
2016
Q2 | $6.12M | Buy |
114,031
+21,658
| +23% | +$1.16M | 0.53% | 17 |
|
|
2016
Q1 | $4.78M | Buy |
92,373
+10,130
| +12% | +$524K | 0.43% | 22 |
|
|
2015
Q4 | $3.85M | Buy |
+82,243
| New | +$3.85M | 0.37% | 57 |
|