Hantz Financial Services’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 | $8.07M | Sell |
87,918
-2,726
| -3% | -$250K | 0.13% | 153 |
|
|
2025
Q1 | $8.34M | Sell |
90,644
-2,513
| -3% | -$231K | 0.15% | 144 |
|
|
2024
Q4 | $7.67M | Sell |
93,157
-4,720
| -5% | -$389K | 0.13% | 162 |
|
|
2024
Q3 | $8.83M | Sell |
97,877
-3,119
| -3% | -$281K | 0.16% | 154 |
|
|
2024
Q2 | $7.83M | Sell |
100,996
-4,108
| -4% | -$319K | 0.15% | 163 |
|
|
2024
Q1 | $7.54M | Sell |
105,104
-4,048
| -4% | -$290K | 0.15% | 178 |
|
|
2023
Q4 | $7.65M | Sell |
109,152
-6,870
| -6% | -$482K | 0.17% | 173 |
|
|
2023
Q3 | $7.51M | Buy |
116,022
+1,143
| +1% | +$74K | 0.19% | 153 |
|
|
2023
Q2 | $8.07M | Buy |
114,879
+1,031
| +0.9% | +$72.4K | 0.2% | 157 |
|
|
2023
Q1 | $7.92M | Buy |
113,848
+2,074
| +2% | +$144K | 0.22% | 144 |
|
|
2022
Q4 | $7.98M | Buy |
111,774
+6,076
| +6% | +$434K | 0.24% | 131 |
|
|
2022
Q3 | $7.19M | Buy |
105,698
+2,446
| +2% | +$166K | 0.25% | 128 |
|
|
2022
Q2 | $7.36M | Buy |
103,252
+4,177
| +4% | +$298K | 0.25% | 123 |
|
|
2022
Q1 | $7.18M | Buy |
99,075
+7,323
| +8% | +$531K | 0.21% | 143 |
|
|
2021
Q4 | $6.29M | Buy |
91,752
+2,047
| +2% | +$140K | 0.18% | 155 |
|
|
2021
Q3 | $5.56M | Buy |
89,705
+11,229
| +14% | +$696K | 0.18% | 157 |
|
|
2021
Q2 | $4.75M | Buy |
78,476
+4,839
| +7% | +$293K | 0.17% | 158 |
|
|
2021
Q1 | $4.58M | Buy |
73,637
+3,476
| +5% | +$216K | 0.19% | 153 |
|
|
2020
Q4 | $4.31M | Sell |
70,161
-477
| -0.7% | -$29.3K | 0.19% | 155 |
|
|
2020
Q3 | $3.83M | Sell |
70,638
-935
| -1% | -$50.7K | 0.2% | 155 |
|
|
2020
Q2 | $3.71M | Buy |
71,573
+1,666
| +2% | +$86.4K | 0.21% | 150 |
|
|
2020
Q1 | $3.79M | Buy |
+69,907
| New | +$3.79M | 0.26% | 123 |
|