HAG
HighPoint Advisor Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
37,102
-177
| -0.5% | -$16.3K | 0.18% | 101 |
|
|
2025
Q1 | $3.41M | Sell |
37,279
-59
| -0.2% | -$5.4K | 0.2% | 92 |
|
|
2024
Q4 | $3.23M | Sell |
37,338
-539
| -1% | -$46.6K | 0.18% | 104 |
|
|
2024
Q3 | $3.35M | Buy |
37,877
+563
| +2% | +$49.8K | 0.2% | 95 |
|
|
2024
Q2 | $3.11M | Buy |
37,314
+212
| +0.6% | +$17.7K | 0.19% | 100 |
|
|
2024
Q1 | $2.92M | Buy |
37,102
+40
| +0.1% | +$3.15K | 0.21% | 88 |
|
|
2023
Q4 | $2.59M | Buy |
+37,062
| New | +$2.59M | 0.19% | 99 |
|
|
2022
Q2 | $2.35M | Buy |
+32,875
| New | +$2.35M | 0.26% | 79 |
|
|
2021
Q3 | $2.12M | Sell |
34,216
-945
| -3% | -$58.6K | 0.21% | 94 |
|
|
2021
Q2 | $2.13M | Buy |
35,161
+1,305
| +4% | +$79K | 0.21% | 93 |
|
|
2021
Q1 | $2.12M | Buy |
33,856
+1,712
| +5% | +$107K | 0.25% | 84 |
|
|
2020
Q4 | $1.95M | Buy |
32,144
+7,863
| +32% | +$477K | 0.24% | 86 |
|
|
2020
Q3 | $1.46M | Sell |
24,281
-2,245
| -8% | -$135K | 0.26% | 75 |
|
|
2020
Q2 | $1.4M | Sell |
26,526
-1,274
| -5% | -$67.3K | 0.3% | 74 |
|
|
2020
Q1 | $1.6M | Sell |
27,800
-2,559
| -8% | -$148K | 0.38% | 59 |
|
|
2019
Q4 | $2.07M | Buy |
30,359
+424
| +1% | +$28.9K | 0.43% | 58 |
|
|
2019
Q3 | $1.83M | Buy |
29,935
+1,861
| +7% | +$114K | 0.41% | 60 |
|
|
2019
Q2 | $1.56M | Buy |
28,074
+2,338
| +9% | +$130K | 0.36% | 65 |
|
|
2019
Q1 | $1.36M | Sell |
25,736
-11
| -0% | -$581 | 0.33% | 64 |
|
|
2018
Q4 | $1.26M | Buy |
25,747
+1,266
| +5% | +$61.9K | 0.33% | 68 |
|
|
2018
Q3 | $1.1M | Buy |
24,481
+200
| +0.8% | +$9K | 0.3% | 79 |
|
|
2018
Q2 | $1.15M | Sell |
24,281
-80
| -0.3% | -$3.8K | 0.31% | 79 |
|
|
2018
Q1 | $1.05M | Sell |
24,361
-2,255
| -8% | -$97.6K | 0.29% | 92 |
|
|
2017
Q4 | $1.19M | Sell |
26,616
-227,500
| -90% | -$10.2M | 0.34% | 74 |
|
|
2017
Q3 | $1.34M | Buy |
254,116
+229,284
| +923% | +$1.21M | 0.41% | 55 |
|
|
2017
Q2 | $1.21M | Hold |
24,832
| – | – | 0.39% | 60 |
|
|
2017
Q1 | $1.21M | Sell |
24,832
-505
| -2% | -$24.6K | 0.39% | 60 |
|
|
2016
Q4 | $1.27M | Buy |
25,337
+54
| +0.2% | +$2.7K | 0.41% | 57 |
|
|
2016
Q3 | $1.2M | Buy |
25,283
+593
| +2% | +$28.2K | 0.42% | 59 |
|
|
2016
Q2 | $1.31M | Buy |
24,690
+12,924
| +110% | +$683K | 0.46% | 53 |
|
|
2016
Q1 | $579K | Sell |
11,766
-884
| -7% | -$43.5K | 0.35% | 84 |
|
|
2015
Q4 | $599K | Buy |
+12,650
| New | +$599K | 0.39% | 82 |
|