HM Payson & Co’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
Q3 | $1.14M | Buy |
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|
2025
Q2 | $910K | Buy |
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|
2025
Q1 | $890K | Buy |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $828K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $738K | Hold |
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|
2023
Q2 | $801K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $871K | Sell |
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|
2022
Q3 | $856K | Hold |
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|
2022
Q2 | $898K | Sell |
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|
2022
Q1 | $923K | Sell |
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|
2021
Q4 | $887K | Sell |
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|
2021
Q3 | $820K | Buy |
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|
2021
Q2 | $800K | Buy |
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|
2021
Q1 | $820K | Sell |
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|
2020
Q4 | $819K | Sell |
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|
2020
Q3 | $757K | Sell |
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|
2020
Q2 | $744K | Sell |
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|
2020
Q1 | $885K | Sell |
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|
2019
Q4 | $1.12M | Hold |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $961K | Sell |
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|
2019
Q1 | $962K | Buy |
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|
2018
Q4 | $47K | Sell |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.72M | Sell |
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|
2017
Q3 | $2M | Sell |
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|
2017
Q2 | $2.13M | Sell |
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|
2017
Q1 | $2.43M | Sell |
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|
2016
Q4 | $2.67M | Sell |
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|
2016
Q3 | $2.93M | Sell |
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|
2016
Q2 | $3.39M | Sell |
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|
2016
Q1 | $3.82M | Sell |
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|
2015
Q4 | $4.31M | Sell |
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|
2015
Q3 | $4.16M | Sell |
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|
2015
Q2 | $4.23M | Buy |
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|
2015
Q1 | $3.54M | Sell |
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|
2014
Q4 | $5.79M | Sell |
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|
2014
Q3 | $5.29M | Buy |
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|
2014
Q2 | $3.8M | Sell |
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|
2014
Q1 | $3.84M | Buy |
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|
2013
Q4 | $3.15M | Sell |
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|
2013
Q3 | $3.49M | Buy |
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|
2013
Q2 | $2.77M | Buy |
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