HBK Sorce Advisory’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 | $664K | Sell |
7,229
-12
| -0.2% | -$1.1K | 0.02% | 289 |
|
|
2025
Q1 | $666K | Sell |
7,241
-3,183
| -31% | -$293K | 0.02% | 283 |
|
|
2024
Q4 | $858K | Buy |
10,424
+177
| +2% | +$14.6K | 0.03% | 238 |
|
|
2024
Q3 | $924K | Sell |
10,247
-605
| -6% | -$54.6K | 0.03% | 232 |
|
|
2024
Q2 | $842K | Buy |
10,852
+478
| +5% | +$37.1K | 0.03% | 231 |
|
|
2024
Q1 | $744K | Buy |
10,374
+98
| +1% | +$7.03K | 0.03% | 261 |
|
|
2023
Q4 | $721K | Sell |
10,276
-334
| -3% | -$23.4K | 0.03% | 254 |
|
|
2023
Q3 | $687K | Buy |
10,610
+388
| +4% | +$25.1K | 0.03% | 250 |
|
|
2023
Q2 | $718K | Sell |
10,222
-1,543
| -13% | -$108K | 0.03% | 257 |
|
|
2023
Q1 | $819K | Sell |
11,765
-12,425
| -51% | -$865K | 0.04% | 228 |
|
|
2022
Q4 | $1.73M | Buy |
24,190
+12,030
| +99% | +$859K | 0.05% | 195 |
|
|
2022
Q3 | $827K | Buy |
12,160
+3,884
| +47% | +$264K | 0.06% | 187 |
|
|
2022
Q2 | $590K | Sell |
8,276
-3,577
| -30% | -$255K | 0.04% | 216 |
|
|
2022
Q1 | $859K | Buy |
11,853
+231
| +2% | +$16.7K | 0.05% | 219 |
|
|
2021
Q4 | $797K | Sell |
11,622
-580
| -5% | -$39.8K | 0.04% | 242 |
|
|
2021
Q3 | $756K | Buy |
12,202
+1,702
| +16% | +$105K | 0.04% | 244 |
|
|
2021
Q2 | $635K | Buy |
10,500
+1,120
| +12% | +$67.7K | 0.04% | 283 |
|
|
2021
Q1 | $583K | Sell |
9,380
-1,042
| -10% | -$64.8K | 0.03% | 272 |
|
|
2020
Q4 | $640K | Buy |
10,422
+399
| +4% | +$24.5K | 0.04% | 237 |
|
|
2020
Q3 | $543K | Sell |
10,023
-221
| -2% | -$12K | 0.04% | 243 |
|
|
2020
Q2 | $531K | Sell |
10,244
-2,894
| -22% | -$150K | 0.04% | 240 |
|
|
2020
Q1 | $711K | Buy |
13,138
+1,954
| +17% | +$106K | 0.07% | 171 |
|
|
2019
Q4 | $712K | Sell |
11,184
-192
| -2% | -$12.2K | 0.06% | 214 |
|
|
2019
Q3 | $703K | Sell |
11,376
-298
| -3% | -$18.4K | 0.07% | 205 |
|
|
2019
Q2 | $645K | Buy |
11,674
+534
| +5% | +$29.5K | 0.06% | 214 |
|
|
2019
Q1 | $576K | Buy |
11,140
+44
| +0.4% | +$2.28K | 0.06% | 228 |
|
|
2018
Q4 | $487K | Sell |
11,096
-374
| -3% | -$16.4K | 0.06% | 225 |
|
|
2018
Q3 | $500K | Buy |
11,470
+774
| +7% | +$33.7K | 0.06% | 222 |
|
|
2018
Q2 | $495K | Buy |
10,696
+28
| +0.3% | +$1.3K | 0.06% | 226 |
|
|
2018
Q1 | $476K | Sell |
10,668
-1,547
| -13% | -$69K | 0.06% | 222 |
|
|
2017
Q4 | $587K | Buy |
12,215
+1,931
| +19% | +$92.8K | 0.07% | 199 |
|
|
2017
Q3 | $505K | Buy |
10,284
+730
| +8% | +$35.8K | 0.08% | 166 |
|
|
2017
Q2 | $457K | Sell |
9,554
-1,334
| -12% | -$63.8K | 0.07% | 177 |
|
|
2017
Q1 | $542K | Sell |
10,888
-5,338
| -33% | -$266K | 0.09% | 85 |
|
|
2016
Q4 | $798K | Buy |
16,226
+1,590
| +11% | +$78.2K | 0.14% | 111 |
|
|
2016
Q3 | $751K | Buy |
14,636
+316
| +2% | +$16.2K | 0.15% | 107 |
|
|
2016
Q2 | $768K | Buy |
14,320
+690
| +5% | +$37K | 0.16% | 95 |
|
|
2016
Q1 | $705K | Buy |
13,630
+688
| +5% | +$35.6K | 0.17% | 91 |
|
|
2015
Q4 | $606K | Buy |
12,942
+16
| +0.1% | +$749 | 0.16% | 96 |
|
|
2015
Q3 | $578K | Buy |
12,926
+1,212
| +10% | +$54.2K | 0.19% | 86 |
|
|
2015
Q2 | $491K | Sell |
11,714
-115
| -1% | -$4.82K | 0.17% | 101 |
|
|
2015
Q1 | $524K | Buy |
11,829
+93
| +0.8% | +$4.12K | 0.18% | 81 |
|
|
2014
Q4 | $576K | Sell |
11,736
-56
| -0.5% | -$2.75K | 0.2% | 88 |
|
|
2014
Q3 | $515K | Sell |
11,792
-297
| -2% | -$13K | 0.19% | 82 |
|
|
2014
Q2 | $549K | Sell |
12,089
-107
| -0.9% | -$4.86K | 0.19% | 78 |
|
|
2014
Q1 | $536K | Sell |
12,196
-684
| -5% | -$30.1K | 0.2% | 80 |
|
|
2013
Q4 | $529K | Sell |
12,880
-36
| -0.3% | -$1.48K | 0.19% | 75 |
|
|
2013
Q3 | $532K | Sell |
12,916
-13,106
| -50% | -$540K | 0.22% | 68 |
|
|
2013
Q2 | $1.15M | Buy |
+26,022
| New | +$1.15M | 0.25% | 62 |
|