HWA
HHM Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
21,941
-510
| -2% | -$46.8K | 0.24% | 39 |
|
|
2025
Q1 | $2.06M | Buy |
22,451
+141
| +0.6% | +$13K | 0.28% | 35 |
|
|
2024
Q4 | $1.84M | Buy |
22,310
+249
| +1% | +$20.5K | 0.25% | 41 |
|
|
2024
Q3 | $1.99M | Sell |
22,061
-2,339
| -10% | -$211K | 0.28% | 34 |
|
|
2024
Q2 | $1.89M | Buy |
24,400
+7,067
| +41% | +$548K | 0.28% | 32 |
|
|
2024
Q1 | $1.24M | Buy |
17,333
+136
| +0.8% | +$9.76K | 0.2% | 47 |
|
|
2023
Q4 | $1.21M | Buy |
17,197
+200
| +1% | +$14K | 0.21% | 42 |
|
|
2023
Q3 | $1.1M | Sell |
16,997
-1,063
| -6% | -$68.8K | 0.21% | 36 |
|
|
2023
Q2 | $1.27M | Hold |
18,060
| – | – | 0.24% | 34 |
|
|
2023
Q1 | $1.26M | Buy |
18,060
+401
| +2% | +$27.9K | 0.26% | 32 |
|
|
2022
Q4 | $1.26M | Buy |
17,659
+1,732
| +11% | +$124K | 0.29% | 32 |
|
|
2022
Q3 | $1.08M | Sell |
15,927
-415
| -3% | -$28.2K | 0.28% | 28 |
|
|
2022
Q2 | $1.17M | Sell |
16,342
-155
| -0.9% | -$11.1K | 0.3% | 30 |
|
|
2022
Q1 | $1.2M | Sell |
16,497
-300
| -2% | -$21.7K | 0.28% | 34 |
|
|
2021
Q4 | $1.15M | Sell |
16,797
-101
| -0.6% | -$6.93K | 0.28% | 32 |
|
|
2021
Q3 | $1.05M | Hold |
16,898
| – | – | 0.28% | 33 |
|
|
2021
Q2 | $1.02M | Hold |
16,898
| – | – | 0.28% | 33 |
|
|
2021
Q1 | $1.05M | Hold |
16,898
| – | – | 0.32% | 27 |
|
|
2020
Q4 | $1.04M | Hold |
16,898
| – | – | 0.36% | 25 |
|
|
2020
Q3 | $916K | Sell |
16,898
-111
| -0.7% | -$6.02K | 0.37% | 26 |
|
|
2020
Q2 | $882K | Sell |
17,009
-605
| -3% | -$31.4K | 0.37% | 25 |
|
|
2020
Q1 | $954K | Sell |
17,614
-1,651
| -9% | -$89.4K | 0.47% | 22 |
|
|
2019
Q4 | $1.23M | Buy |
19,265
+3,290
| +21% | +$210K | 0.59% | 21 |
|
|
2019
Q3 | $987K | Sell |
15,975
-1,090
| -6% | -$67.3K | 0.56% | 21 |
|
|
2019
Q2 | $943K | Sell |
17,065
-413
| -2% | -$22.8K | 0.56% | 21 |
|
|
2019
Q1 | $903K | Sell |
17,478
-2,129
| -11% | -$110K | 0.58% | 19 |
|
|
2018
Q4 | $861K | Buy |
+19,607
| New | +$861K | 0.63% | 19 |
|