HFM
Hartford Financial Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
5,600
-26,600
| -83% | -$2.44M | 0.14% | 105 |
|
|
2025
Q1 | $2.96M | Hold |
32,200
| – | – | 0.61% | 52 |
|
|
2024
Q4 | $2.65M | Sell |
32,200
-189
| -0.6% | -$15.6K | 0.54% | 54 |
|
|
2024
Q3 | $2.92M | Sell |
32,389
-58
| -0.2% | -$5.23K | 0.6% | 51 |
|
|
2024
Q2 | $2.52M | Hold |
32,447
| – | – | 0.54% | 57 |
|
|
2024
Q1 | $2.33M | Hold |
32,447
| – | – | 0.49% | 61 |
|
|
2023
Q4 | $2.28M | Hold |
32,447
| – | – | 0.52% | 62 |
|
|
2023
Q3 | $2.1M | Hold |
32,447
| – | – | 0.54% | 62 |
|
|
2023
Q2 | $2.28M | Hold |
32,447
| – | – | 0.56% | 57 |
|
|
2023
Q1 | $2.26M | Sell |
32,447
-266
| -0.8% | -$18.5K | 0.58% | 60 |
|
|
2022
Q4 | $2.34M | Hold |
32,713
| – | – | 0.62% | 57 |
|
|
2022
Q3 | $2.22M | Sell |
32,713
-36
| -0.1% | -$2.45K | 0.65% | 58 |
|
|
2022
Q2 | $2.34M | Hold |
32,749
| – | – | 0.65% | 55 |
|
|
2022
Q1 | $2.38M | Hold |
32,749
| – | – | 0.57% | 66 |
|
|
2021
Q4 | $2.25M | Buy |
32,749
+7,871
| +32% | +$540K | 0.52% | 68 |
|
|
2021
Q3 | $1.54M | Buy |
24,878
+129
| +0.5% | +$8K | 0.39% | 84 |
|
|
2021
Q2 | $1.5M | Sell |
24,749
-200
| -0.8% | -$12.1K | 0.37% | 88 |
|
|
2021
Q1 | $1.55M | Sell |
24,949
-234
| -0.9% | -$14.5K | 0.38% | 86 |
|
|
2020
Q4 | $1.55M | Hold |
25,183
| – | – | 0.41% | 84 |
|
|
2020
Q3 | $1.37M | Hold |
25,183
| – | – | 0.4% | 82 |
|
|
2020
Q2 | $1.31M | Sell |
25,183
-405
| -2% | -$21K | 0.42% | 83 |
|
|
2020
Q1 | $1.39M | Buy |
25,588
+17,600
| +220% | +$953K | 0.55% | 61 |
|
|
2019
Q4 | $509K | Sell |
7,988
-17
| -0.2% | -$1.08K | 0.16% | 117 |
|
|
2019
Q3 | $494K | Sell |
8,005
-2,000
| -20% | -$123K | 0.16% | 117 |
|
|
2019
Q2 | $553K | Sell |
10,005
-860
| -8% | -$47.5K | 0.18% | 114 |
|
|
2019
Q1 | $562K | Buy |
10,865
+1,975
| +22% | +$102K | 0.19% | 109 |
|
|
2018
Q4 | $390K | Sell |
8,890
-245
| -3% | -$10.7K | 0.15% | 122 |
|
|
2018
Q3 | $398K | Sell |
9,135
-1,429
| -14% | -$62.3K | 0.13% | 125 |
|
|
2018
Q2 | $489K | Sell |
10,564
-38
| -0.4% | -$1.76K | 0.17% | 118 |
|
|
2018
Q1 | $473K | Buy |
10,602
+244
| +2% | +$10.9K | 0.24% | 83 |
|
|
2017
Q4 | $498K | Buy |
10,358
+16
| +0.2% | +$769 | 0.24% | 85 |
|
|
2017
Q3 | $508K | Buy |
10,342
+16
| +0.2% | +$786 | 0.26% | 87 |
|
|
2017
Q2 | $494K | Buy |
10,326
+15
| +0.1% | +$718 | 0.22% | 93 |
|
|
2017
Q1 | $513K | Buy |
10,311
+15
| +0.1% | +$746 | 0.31% | 80 |
|
|
2016
Q4 | $506K | Buy |
10,296
+4,154
| +68% | +$204K | 0.3% | 78 |
|
|
2016
Q3 | $315K | Buy |
6,142
+14
| +0.2% | +$718 | 0.19% | 94 |
|
|
2016
Q2 | $328K | Buy |
6,128
+165
| +3% | +$8.83K | 0.2% | 87 |
|
|
2016
Q1 | $308K | Buy |
5,963
+14
| +0.2% | +$723 | 0.19% | 88 |
|
|
2015
Q4 | $278K | Buy |
5,949
+16
| +0.3% | +$748 | 0.17% | 96 |
|
|
2015
Q3 | $265K | Buy |
5,933
+16
| +0.3% | +$715 | 0.18% | 93 |
|
|
2015
Q2 | $247K | Sell |
5,917
-903
| -13% | -$37.7K | 0.14% | 101 |
|
|
2015
Q1 | $301K | Buy |
6,820
+515
| +8% | +$22.7K | 0.19% | 96 |
|
|
2014
Q4 | $309K | Buy |
6,305
+113
| +2% | +$5.54K | 0.19% | 92 |
|
|
2014
Q3 | $270K | Buy |
6,192
+231
| +4% | +$10.1K | 0.16% | 105 |
|
|
2014
Q2 | $270K | Sell |
5,961
-19
| -0.3% | -$861 | 0.16% | 100 |
|
|
2014
Q1 | $262K | Sell |
5,980
-86
| -1% | -$3.77K | 0.17% | 99 |
|
|
2013
Q4 | $249K | Buy |
6,066
+514
| +9% | +$21.1K | 0.16% | 103 |
|
|
2013
Q3 | $228K | Sell |
5,552
-10,121
| -65% | -$416K | 0.16% | 105 |
|
|
2013
Q2 | $692K | Buy |
+15,673
| New | +$692K | 0.48% | 65 |
|