HTIM
Harbour Trust & Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
26,497
-50
| -0.2% | -$4.59K | 0.27% | 68 |
|
|
2025
Q1 | $2.44M | Sell |
26,547
-1,915
| -7% | -$176K | 0.3% | 66 |
|
|
2024
Q4 | $2.34M | Sell |
28,462
-1,266
| -4% | -$104K | 0.27% | 69 |
|
|
2024
Q3 | $2.68M | Sell |
29,728
-1,363
| -4% | -$123K | 0.31% | 69 |
|
|
2024
Q2 | $2.41M | Sell |
31,091
-3,455
| -10% | -$268K | 0.29% | 69 |
|
|
2024
Q1 | $2.48M | Sell |
34,546
-2,001
| -5% | -$144K | 0.31% | 69 |
|
|
2023
Q4 | $2.56M | Buy |
+36,547
| New | +$2.56M | 0.36% | 66 |
|