Hennion & Walsh Asset Management’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
Q3 | $3.51M | Sell |
|
|||||
|
2025
Q2 | $3.54M | Sell |
|
|||||
|
2025
Q1 | $3.58M | Sell |
|
|||||
|
2024
Q4 | $4.46M | Buy |
|
|||||
|
2024
Q3 | $4.81M | Sell |
|
|||||
|
2024
Q2 | $4.5M | Sell |
|
|||||
|
2024
Q1 | $5.07M | Sell |
|
|||||
|
2023
Q4 | $5.19M | Sell |
|
|||||
|
2023
Q3 | $4.92M | Sell |
|
|||||
|
2023
Q2 | $5.35M | Buy |
|
|||||
|
2023
Q1 | $4.54M | Buy |
|
|||||
|
2022
Q4 | $4M | Buy |
|
|||||
|
2022
Q3 | $3.15M | Buy |
|
|||||
|
2022
Q2 | $2.54M | Buy |
|
|||||
|
2022
Q1 | $1.87M | Buy |
|
|||||
|
2021
Q4 | $1.66M | Buy |
|
|||||
|
2021
Q3 | $1.48M | Buy |
|
|||||
|
2021
Q2 | $1.26M | Buy |
|
|||||
|
2021
Q1 | $1.09M | Buy |
|