HWAM
Hennion & Walsh Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
38,498
-411
| -1% | -$37.7K | 0.14% | 178 |
|
|
2025
Q1 | $3.58M | Sell |
38,909
-15,309
| -28% | -$1.41M | 0.16% | 166 |
|
|
2024
Q4 | $4.46M | Buy |
54,218
+904
| +2% | +$74.4K | 0.2% | 112 |
|
|
2024
Q3 | $4.81M | Sell |
53,314
-4,753
| -8% | -$429K | 0.22% | 103 |
|
|
2024
Q2 | $4.5M | Sell |
58,067
-12,555
| -18% | -$974K | 0.23% | 96 |
|
|
2024
Q1 | $5.07M | Sell |
70,622
-3,454
| -5% | -$248K | 0.27% | 82 |
|
|
2023
Q4 | $5.19M | Sell |
74,076
-1,964
| -3% | -$138K | 0.3% | 70 |
|
|
2023
Q3 | $4.92M | Sell |
76,040
-80
| -0.1% | -$5.18K | 0.31% | 63 |
|
|
2023
Q2 | $5.35M | Buy |
76,120
+10,852
| +17% | +$762K | 0.32% | 70 |
|
|
2023
Q1 | $4.54M | Buy |
65,268
+9,310
| +17% | +$648K | 0.28% | 84 |
|
|
2022
Q4 | $4M | Buy |
55,958
+9,567
| +21% | +$683K | 0.25% | 106 |
|
|
2022
Q3 | $3.16M | Buy |
46,391
+10,738
| +30% | +$730K | 0.21% | 132 |
|
|
2022
Q2 | $2.54M | Buy |
35,653
+9,924
| +39% | +$708K | 0.16% | 166 |
|
|
2022
Q1 | $1.87M | Buy |
25,729
+1,497
| +6% | +$109K | 0.1% | 227 |
|
|
2021
Q4 | $1.66M | Buy |
24,232
+358
| +1% | +$24.6K | 0.08% | 263 |
|
|
2021
Q3 | $1.48M | Buy |
23,874
+2,977
| +14% | +$184K | 0.08% | 279 |
|
|
2021
Q2 | $1.26M | Buy |
20,897
+3,364
| +19% | +$203K | 0.07% | 316 |
|
|
2021
Q1 | $1.09M | Buy |
+17,533
| New | +$1.09M | 0.07% | 343 |
|