Hilton Capital 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
Q4 | – | Sell |
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|
2025
Q3 | $227K | Hold |
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|
2025
Q2 | $220K | Hold |
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|
2025
Q1 | $221K | Buy |
|
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $148K | Hold |
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|
2019
Q2 | $133K | Hold |
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|
2019
Q1 | $124K | Hold |
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|
2018
Q4 | $105K | Sell |
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|
2018
Q3 | $132K | Hold |
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|
2018
Q2 | $140K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $11.2M | Buy |
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|
2016
Q2 | $11M | Buy |
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