HM Capital Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$919K Hold
13,520
0.55% 25
2022
Q2
$964K Buy
13,520
+4,665
+53% +$333K 0.54% 25
2022
Q1
$642K Buy
8,855
+4,215
+91% +$306K 0.23% 31
2021
Q4
$318K Buy
+4,640
New +$318K 0.12% 45