Harbor Investment Advisory’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 | $155K | Sell |
1,692
-55
| -3% | -$5.05K | 0.01% | 412 |
|
|
2025
Q1 | $161K | Sell |
1,747
-80
| -4% | -$7.36K | 0.02% | 399 |
|
|
2024
Q4 | $150K | Buy |
1,827
+87
| +5% | +$7.16K | 0.01% | 387 |
|
|
2024
Q3 | $157K | Sell |
1,740
-205
| -11% | -$18.5K | 0.02% | 375 |
|
|
2024
Q2 | $151K | Sell |
1,945
-354
| -15% | -$27.5K | 0.02% | 375 |
|
|
2024
Q1 | $165K | Sell |
2,299
-129
| -5% | -$9.26K | 0.02% | 370 |
|
|
2023
Q4 | $170K | Buy |
2,428
+313
| +15% | +$21.9K | 0.02% | 347 |
|
|
2023
Q3 | $137K | Sell |
2,115
-101
| -5% | -$6.54K | 0.02% | 358 |
|
|
2023
Q2 | $156K | Buy |
2,216
+1
| +0% | +$70 | 0.02% | 393 |
|
|
2023
Q1 | $154K | Buy |
2,215
+262
| +13% | +$18.2K | 0.02% | 401 |
|
|
2022
Q4 | $139K | Buy |
1,953
+400
| +26% | +$28.6K | 0.02% | 414 |
|
|
2022
Q3 | $106K | Buy |
1,553
+11
| +0.7% | +$751 | 0.02% | 454 |
|
|
2022
Q2 | $110K | Hold |
1,542
| – | – | 0.02% | 477 |
|
|
2022
Q1 | $112K | Buy |
1,542
+47
| +3% | +$3.41K | 0.01% | 504 |
|
|
2021
Q4 | $103K | Hold |
1,495
| – | – | 0.01% | 526 |
|
|
2021
Q3 | $93K | Hold |
1,495
| – | – | 0.01% | 545 |
|
|
2021
Q2 | $90K | Hold |
1,495
| – | – | 0.01% | 536 |
|
|
2021
Q1 | $93K | Buy |
1,495
+400
| +37% | +$24.9K | 0.01% | 503 |
|
|
2020
Q4 | $67K | Buy |
1,095
+207
| +23% | +$12.7K | 0.01% | 552 |
|
|
2020
Q3 | $48K | Hold |
888
| – | – | 0.01% | 501 |
|
|
2020
Q2 | $46K | Buy |
888
+116
| +15% | +$6.01K | 0.01% | 456 |
|
|
2020
Q1 | $42K | Sell |
772
-313
| -29% | -$17K | 0.01% | 435 |
|
|
2019
Q4 | $69K | Buy |
+1,085
| New | +$69K | 0.02% | 364 |
|