Hodges 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
Q3 | $403K | Hold |
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|
2025
Q2 | $390K | Buy |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $3.1M | Buy |
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|
2023
Q3 | – | Hold |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $208K | Hold |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $285K | Sell |
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|
2019
Q3 | $286K | Hold |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $239K | Sell |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $270K | Buy |
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|
2018
Q2 | $287K | Buy |
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|
2018
Q1 | $276K | Buy |
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|
2017
Q4 | $260K | Buy |
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|
2017
Q3 | $266K | Buy |
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|
2017
Q2 | $211K | Buy |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $271K | Sell |
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|
2016
Q2 | $329K | Sell |
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|
2016
Q1 | $327K | Buy |
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|
2015
Q4 | $284K | Buy |
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|
2015
Q3 | $266K | Sell |
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|
2015
Q2 | $252K | Sell |
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|
2015
Q1 | $343K | Sell |
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|
2014
Q4 | $408K | Sell |
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|
2014
Q3 | $406K | Sell |
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|
2014
Q2 | $440K | Buy |
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|
2014
Q1 | $418K | Sell |
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|
2013
Q4 | $391K | Buy |
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|
2013
Q3 | $391K | Hold |
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|
2013
Q2 | $419K | Buy |
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