HA
HC Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
3,988
-295
| -7% | -$27.1K | 0.26% | 41 |
|
|
2025
Q1 | $394K | Buy |
4,283
+1,956
| +84% | +$180K | 0.29% | 36 |
|
|
2024
Q4 | $192K | Sell |
2,327
-1,410
| -38% | -$116K | 0.15% | 55 |
|
|
2024
Q3 | $337K | Buy |
+3,737
| New | +$337K | 0.28% | 40 |
|
|
2024
Q2 | – | Sell |
-3,340
| Closed | -$240K | – | 73 |
|
|
2024
Q1 | $240K | Buy |
3,340
+170
| +5% | +$12.2K | 0.11% | 81 |
|
|
2023
Q4 | $222K | Hold |
3,170
| – | – | 0.12% | 83 |
|
|
2023
Q3 | $205K | Buy |
3,170
+95
| +3% | +$6.15K | 0.12% | 77 |
|
|
2023
Q2 | $216K | Hold |
3,075
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $214K | Buy |
+3,075
| New | +$214K | 0.13% | 74 |
|