HIC
Harvey Investment Company’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
2,926
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $269K | Hold |
2,926
| – | – | 0.03% | 94 |
|
|
2024
Q4 | $241K | Hold |
2,926
| – | – | 0.03% | 98 |
|
|
2024
Q3 | $264K | Hold |
2,926
| – | – | 0.03% | 92 |
|
|
2024
Q2 | $227K | Hold |
2,926
| – | – | 0.03% | 92 |
|
|
2024
Q1 | $210K | Hold |
2,926
| – | – | 0.02% | 96 |
|
|
2023
Q4 | $205K | Buy |
+2,926
| New | +$205K | 0.02% | 92 |
|
|
2023
Q3 | – | Sell |
-2,926
| Closed | -$206K | – | 94 |
|
|
2023
Q2 | $206K | Hold |
2,926
| – | – | 0.03% | 88 |
|
|
2023
Q1 | $204K | Hold |
2,926
| – | – | 0.03% | 89 |
|
|
2022
Q4 | $209K | Buy |
+2,926
| New | +$209K | 0.03% | 90 |
|
|
2022
Q3 | – | Sell |
-2,926
| Closed | -$209K | – | 90 |
|
|
2022
Q2 | $209K | Hold |
2,926
| – | – | 0.03% | 89 |
|
|
2022
Q1 | $212K | Sell |
2,926
-1,425
| -33% | -$103K | 0.03% | 92 |
|
|
2021
Q4 | $298K | Hold |
4,351
| – | – | 0.03% | 87 |
|
|
2021
Q3 | $270K | Hold |
4,351
| – | – | 0.04% | 85 |
|
|
2021
Q2 | $263K | Sell |
4,351
-600
| -12% | -$36.3K | 0.03% | 86 |
|
|
2021
Q1 | $308K | Hold |
4,951
| – | – | 0.04% | 81 |
|
|
2020
Q4 | $304K | Hold |
4,951
| – | – | 0.04% | 78 |
|
|
2020
Q3 | $268K | Buy |
+4,951
| New | +$268K | 0.04% | 79 |
|