Harbour Investments’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 | $2.34M | Buy |
25,524
+2,100
| +9% | +$193K | 0.06% | 290 |
|
|
2025
Q1 | $2.15M | Sell |
23,424
-9,028
| -28% | -$830K | 0.06% | 273 |
|
|
2024
Q4 | $2.67M | Buy |
32,452
+203
| +0.6% | +$16.7K | 0.08% | 223 |
|
|
2024
Q3 | $2.91M | Buy |
32,249
+170
| +0.5% | +$15.3K | 0.09% | 194 |
|
|
2024
Q2 | $2.49M | Buy |
32,079
+1,104
| +4% | +$85.6K | 0.08% | 213 |
|
|
2024
Q1 | $2.22M | Buy |
30,975
+2,665
| +9% | +$191K | 0.08% | 232 |
|
|
2023
Q4 | $1.99M | Buy |
28,310
+1,226
| +5% | +$86K | 0.08% | 228 |
|
|
2023
Q3 | $1.75M | Buy |
27,084
+493
| +2% | +$31.9K | 0.09% | 223 |
|
|
2023
Q2 | $1.87M | Buy |
26,591
+87
| +0.3% | +$6.11K | 0.09% | 214 |
|
|
2023
Q1 | $1.84M | Buy |
26,504
+1,420
| +6% | +$98.8K | 0.1% | 195 |
|
|
2022
Q4 | $1.79M | Buy |
25,084
+790
| +3% | +$56.4K | 0.11% | 187 |
|
|
2022
Q3 | $1.73M | Hold |
24,294
| – | – | 0.12% | 170 |
|
|
2022
Q2 | $1.73M | Buy |
+24,294
| New | +$1.73M | 0.12% | 170 |
|
|
2021
Q4 | $1.33M | Sell |
19,452
-36,015
| -65% | -$2.47M | 0.08% | 241 |
|
|
2021
Q3 | $3.44M | Buy |
55,467
+68
| +0.1% | +$4.21K | 0.11% | 177 |
|
|
2021
Q2 | $3.35M | Sell |
55,399
-460
| -0.8% | -$27.8K | 0.11% | 181 |
|
|
2021
Q1 | $3.47M | Buy |
+55,859
| New | +$3.47M | 0.13% | 152 |
|