HDIM
Hanson & Doremus Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
4,061
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $373K | Hold |
4,061
| – | – | 0.05% | 138 |
|
|
2024
Q4 | $334K | Sell |
4,061
-400
| -9% | -$32.9K | 0.05% | 142 |
|
|
2024
Q3 | $402K | Hold |
4,461
| – | – | 0.06% | 125 |
|
|
2024
Q2 | $346K | Hold |
4,461
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $320K | Sell |
4,461
-230
| -5% | -$16.5K | 0.06% | 143 |
|
|
2023
Q4 | $329K | Hold |
4,691
| – | – | 0.06% | 138 |
|
|
2023
Q3 | $304K | Buy |
4,691
+200
| +4% | +$13K | 0.06% | 139 |
|
|
2023
Q2 | $315K | Hold |
4,491
| – | – | 0.07% | 140 |
|
|
2023
Q1 | $312K | Sell |
4,491
-184
| -4% | -$12.8K | 0.07% | 141 |
|
|
2022
Q4 | $334K | Sell |
4,675
-1,280
| -21% | -$91.4K | 0.07% | 141 |
|
|
2022
Q3 | $405K | Buy |
5,955
+184
| +3% | +$12.5K | 0.1% | 115 |
|
|
2022
Q2 | $412K | Sell |
5,771
-273
| -5% | -$19.5K | 0.1% | 122 |
|
|
2022
Q1 | $438K | Hold |
6,044
| – | – | 0.09% | 127 |
|
|
2021
Q4 | $414K | Buy |
6,044
+230
| +4% | +$15.8K | 0.09% | 129 |
|
|
2021
Q3 | $360K | Buy |
5,814
+41
| +0.7% | +$2.54K | 0.08% | 132 |
|
|
2021
Q2 | $313K | Hold |
5,773
| – | – | 0.09% | 133 |
|
|
2021
Q1 | $359K | Hold |
5,773
| – | – | 0.08% | 145 |
|
|
2020
Q4 | $355K | Hold |
5,773
| – | – | 0.09% | 135 |
|
|
2020
Q3 | $313K | Sell |
5,773
-250
| -4% | -$13.6K | 0.09% | 133 |
|
|
2020
Q2 | $312K | Sell |
6,023
-742
| -11% | -$38.4K | 0.1% | 132 |
|
|
2020
Q1 | $366K | Hold |
6,765
| – | – | 0.12% | 122 |
|
|
2019
Q4 | $431K | Buy |
6,765
+1,500
| +28% | +$95.6K | 0.12% | 121 |
|
|
2019
Q3 | $325K | Sell |
5,265
-90
| -2% | -$5.56K | 0.1% | 136 |
|
|
2019
Q2 | $296K | Sell |
5,355
-96
| -2% | -$5.31K | 0.09% | 138 |
|
|
2019
Q1 | $282K | Buy |
5,451
+378
| +7% | +$19.6K | 0.09% | 143 |
|
|
2018
Q4 | $223K | Sell |
5,073
-17
| -0.3% | -$747 | 0.08% | 155 |
|
|
2018
Q3 | $222K | Hold |
5,090
| – | – | 0.07% | 167 |
|
|
2018
Q2 | $236K | Hold |
5,090
| – | – | 0.08% | 163 |
|
|
2018
Q1 | $227K | Hold |
5,090
| – | – | 0.07% | 180 |
|
|
2017
Q4 | $245K | Hold |
5,090
| – | – | 0.08% | 164 |
|
|
2017
Q3 | $250K | Hold |
5,090
| – | – | 0.09% | 155 |
|
|
2017
Q2 | $244K | Buy |
5,090
+400
| +9% | +$19.2K | 0.09% | 153 |
|
|
2017
Q1 | $233K | Sell |
4,690
-110
| -2% | -$5.47K | 0.09% | 151 |
|
|
2016
Q4 | $236K | Buy |
4,800
+1
| +0% | +$49 | 0.1% | 148 |
|
|
2016
Q3 | $246K | Sell |
4,799
-93
| -2% | -$4.77K | 0.11% | 142 |
|
|
2016
Q2 | $262K | Buy |
4,892
+1
| +0% | +$54 | 0.12% | 139 |
|
|
2016
Q1 | $253K | Buy |
4,891
+1
| +0% | +$52 | 0.11% | 142 |
|
|
2015
Q4 | $229K | Buy |
4,890
+1
| +0% | +$47 | 0.1% | 154 |
|
|
2015
Q3 | $219K | Buy |
+4,889
| New | +$219K | 0.11% | 150 |
|