Harvest Fund 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
Q3 | $152K | Hold |
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|
2025
Q2 | $147K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $188K | Buy |
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|
2024
Q3 | $11K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4K | Sell |
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|
2022
Q3 | $12K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $74K | Buy |
|