Harvey Investment Company’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 | $269K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $263K | Sell |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $268K | Buy |
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