Harbor Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,063
| Closed | -$2.39M | – | 1528 |
|
|
2024
Q4 | $2.39M | Buy |
29,063
+886
| +3% | +$72.9K | 0.1% | 246 |
|
|
2024
Q3 | $2.54M | Sell |
28,177
-84
| -0.3% | -$7.58K | 0.11% | 252 |
|
|
2024
Q2 | $2.19M | Sell |
28,261
-260
| -0.9% | -$20.2K | 0.17% | 174 |
|
|
2024
Q1 | $2.05M | Buy |
28,521
+6,893
| +32% | +$494K | 0.27% | 79 |
|
|
2023
Q4 | $1.52M | Sell |
21,628
-12
| -0.1% | -$841 | 0.29% | 93 |
|
|
2023
Q3 | $1.4M | Hold |
21,640
| – | – | 0.3% | 83 |
|
|
2023
Q2 | $1.52M | Hold |
21,640
| – | – | 0.3% | 83 |
|
|
2023
Q1 | $1.51M | Buy |
+21,640
| New | +$1.51M | 0.43% | 67 |
|