HF Advisory Group’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 | $2.71M | Buy |
29,473
+4,303
| +17% | +$395K | 1.07% | 27 |
|
|
2025
Q1 | $2.31M | Buy |
25,170
+2,995
| +14% | +$275K | 1.01% | 33 |
|
|
2024
Q4 | $1.83M | Sell |
22,175
-723
| -3% | -$59.5K | 0.84% | 42 |
|
|
2024
Q3 | $2.06M | Buy |
22,898
+408
| +2% | +$36.8K | 0.96% | 33 |
|
|
2024
Q2 | $1.74M | Sell |
22,490
-765
| -3% | -$59.3K | 0.9% | 37 |
|
|
2024
Q1 | $1.67M | Buy |
23,255
+926
| +4% | +$66.4K | 0.93% | 36 |
|
|
2023
Q4 | $1.57M | Buy |
22,329
+303
| +1% | +$21.2K | 1% | 32 |
|
|
2023
Q3 | $1.43M | Buy |
22,026
+1,730
| +9% | +$112K | 1.06% | 28 |
|
|
2023
Q2 | $1.43M | Buy |
20,296
+2,252
| +12% | +$158K | 1.13% | 23 |
|
|
2023
Q1 | $1.26M | Buy |
18,044
+3,716
| +26% | +$259K | 1.11% | 24 |
|
|
2022
Q4 | $1.02M | Buy |
+14,328
| New | +$1.02M | 1.03% | 28 |
|