HB Wealth 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 | $14.9M | Sell |
162,606
-14,324
| -8% | -$1.32M | 0.12% | 94 |
|
|
2025
Q1 | $16.3M | Buy |
176,930
+2,064
| +1% | +$190K | 0.14% | 89 |
|
|
2024
Q4 | $14.4M | Buy |
174,866
+5,991
| +4% | +$493K | 0.15% | 71 |
|
|
2024
Q3 | $15.2M | Buy |
168,875
+2,339
| +1% | +$211K | 0.16% | 69 |
|
|
2024
Q2 | $12.9M | Buy |
166,536
+9,901
| +6% | +$768K | 0.15% | 72 |
|
|
2024
Q1 | $11.2M | Buy |
156,635
+445
| +0.3% | +$31.9K | 0.14% | 77 |
|
|
2023
Q4 | $11M | Sell |
156,190
-7,240
| -4% | -$508K | 0.16% | 72 |
|
|
2023
Q3 | $10.6M | Sell |
163,430
-16,812
| -9% | -$1.09M | 0.17% | 64 |
|
|
2023
Q2 | $12.7M | Buy |
180,242
+10,130
| +6% | +$712K | 0.2% | 57 |
|
|
2023
Q1 | $11.8M | Buy |
170,112
+3,787
| +2% | +$264K | 0.21% | 56 |
|
|
2022
Q4 | $11.9M | Buy |
166,325
+8,692
| +6% | +$621K | 0.22% | 57 |
|
|
2022
Q3 | $10.7M | Sell |
157,633
-899
| -0.6% | -$61.1K | 0.23% | 49 |
|
|
2022
Q2 | $11.3M | Buy |
158,532
+28,368
| +22% | +$2.02M | 0.23% | 42 |
|
|
2022
Q1 | $9.44M | Buy |
130,164
+31,320
| +32% | +$2.27M | 0.18% | 56 |
|
|
2021
Q4 | $6.78M | Buy |
+98,844
| New | +$6.78M | 0.14% | 65 |
|