Hexagon Capital Partners’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 | – | Sell |
-6,662
| Closed | -$613K | – | 1472 |
|
2025
Q1 | $613K | Buy |
6,662
+152
| +2% | +$14K | 0.12% | 83 |
|
2024
Q4 | $536K | Sell |
6,510
-230
| -3% | -$18.9K | 0.1% | 99 |
|
2024
Q3 | $608K | Buy |
6,740
+181
| +3% | +$16.3K | 0.12% | 81 |
|
2024
Q2 | $509K | Buy |
6,559
+395
| +6% | +$30.6K | 0.11% | 89 |
|
2024
Q1 | $442K | Sell |
6,164
-132
| -2% | -$9.47K | 0.1% | 102 |
|
2023
Q4 | $441K | Sell |
6,296
-465
| -7% | -$32.6K | 0.11% | 97 |
|
2023
Q3 | $438K | Sell |
6,761
-89
| -1% | -$5.76K | 0.11% | 87 |
|
2023
Q2 | $481K | Buy |
6,850
+25
| +0.4% | +$1.76K | 0.13% | 82 |
|
2023
Q1 | $475K | Buy |
6,825
+496
| +8% | +$34.5K | 0.13% | 84 |
|
2022
Q4 | $452K | Sell |
6,329
-223
| -3% | -$15.9K | 0.13% | 87 |
|
2022
Q3 | $446K | Buy |
6,552
+1,539
| +31% | +$105K | 0.13% | 87 |
|
2022
Q2 | $357K | Buy |
5,013
+323
| +7% | +$23K | 0.11% | 116 |
|
2022
Q1 | $340K | Hold |
4,690
| – | – | 0.09% | 130 |
|
2021
Q4 | $322K | Hold |
4,690
| – | – | 0.08% | 132 |
|
2021
Q3 | $291K | Buy |
4,690
+471
| +11% | +$29.2K | 0.08% | 125 |
|
2021
Q2 | $255K | Buy |
4,219
+38
| +0.9% | +$2.3K | 0.07% | 130 |
|
2021
Q1 | $259K | Sell |
4,181
-3
| -0.1% | -$186 | 0.07% | 119 |
|
2020
Q4 | $257K | Hold |
4,184
| – | – | 0.08% | 104 |
|
2020
Q3 | $246K | Buy |
+4,184
| New | +$246K | 0.08% | 101 |
|