Harvest Fund Management’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 | $147K | Sell |
1,601
-798
| -33% | -$73.3K | 0.01% | 348 |
|
|
2025
Q1 | $221K | Buy |
2,399
+120
| +5% | +$11.1K | 0.01% | 355 |
|
|
2024
Q4 | $188K | Buy |
2,279
+2,159
| +1,799% | +$178K | 0.01% | 462 |
|
|
2024
Q3 | $11K | Buy |
+120
| New | +$11K | ﹤0.01% | 513 |
|
|
2023
Q1 | – | Sell |
-62
| Closed | -$4K | – | 816 |
|
|
2022
Q4 | $4K | Sell |
62
-112
| -64% | -$7.23K | ﹤0.01% | 703 |
|
|
2022
Q3 | $12K | Buy |
+174
| New | +$12K | ﹤0.01% | 630 |
|
|
2020
Q3 | – | Sell |
-639
| Closed | -$33K | – | 600 |
|
|
2020
Q2 | $33K | Sell |
639
-491
| -43% | -$25.4K | ﹤0.01% | 377 |
|
|
2020
Q1 | $61K | Hold |
1,130
| – | – | 0.01% | 273 |
|
|
2019
Q4 | $74K | Buy |
+1,130
| New | +$74K | 0.01% | 244 |
|