Hartford Financial Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
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|
2025
Q1 | $2.96M | Hold |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.92M | Sell |
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|
2024
Q2 | $2.52M | Hold |
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|
2024
Q1 | $2.33M | Hold |
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|
2023
Q4 | $2.28M | Hold |
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|
2023
Q3 | $2.1M | Hold |
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|
2023
Q2 | $2.28M | Hold |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.34M | Hold |
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|
2022
Q3 | $2.22M | Sell |
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|
2022
Q2 | $2.33M | Hold |
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|
2022
Q1 | $2.38M | Hold |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $1.55M | Hold |
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|
2020
Q3 | $1.36M | Hold |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $509K | Sell |
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|
2019
Q3 | $494K | Sell |
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|
2019
Q2 | $553K | Sell |
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|
2019
Q1 | $562K | Buy |
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|
2018
Q4 | $390K | Sell |
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|
2018
Q3 | $398K | Sell |
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|
2018
Q2 | $489K | Sell |
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|
2018
Q1 | $473K | Buy |
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|
2017
Q4 | $498K | Buy |
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|
2017
Q3 | $508K | Buy |
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|
2017
Q2 | $494K | Buy |
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|
2017
Q1 | $513K | Buy |
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|
2016
Q4 | $506K | Buy |
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|
2016
Q3 | $315K | Buy |
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|
2016
Q2 | $328K | Buy |
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|
2016
Q1 | $308K | Buy |
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|
2015
Q4 | $278K | Buy |
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|
2015
Q3 | $265K | Buy |
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|
2015
Q2 | $247K | Sell |
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|
2015
Q1 | $301K | Buy |
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|
2014
Q4 | $309K | Buy |
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|
2014
Q3 | $270K | Buy |
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|
2014
Q2 | $270K | Sell |
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|
2014
Q1 | $262K | Sell |
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|
2013
Q4 | $249K | Buy |
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|
2013
Q3 | $228K | Sell |
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|
2013
Q2 | $692K | Buy |
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