Hoese & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$18.4K | – | 175 |
|
|
2025
Q1 | $18.4K | Hold |
200
| – | – | 0.02% | 104 |
|
|
2024
Q4 | $16.5K | Hold |
200
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $18K | Hold |
200
| – | – | 0.02% | 99 |
|
|
2024
Q2 | $16K | Hold |
200
| – | – | 0.01% | 90 |
|
|
2024
Q1 | $13.5K | Hold |
200
| – | – | 0.01% | 100 |
|
|
2023
Q4 | $14.2K | Hold |
200
| – | – | 0.01% | 102 |
|
|
2023
Q3 | $12.9K | Hold |
200
| – | – | 0.01% | 103 |
|
|
2023
Q2 | $14.1K | Hold |
200
| – | – | 0.01% | 107 |
|
|
2023
Q1 | $12.6K | Hold |
200
| – | – | 0.01% | 111 |
|
|
2022
Q4 | $14K | Hold |
200
| – | – | 0.01% | 116 |
|
|
2022
Q3 | $14K | Hold |
200
| – | – | 0.02% | 120 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.02% | 121 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.02% | 128 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | 0.01% | 134 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | 0.01% | 137 |
|
|
2021
Q2 | $12K | Buy |
+200
| New | +$12K | 0.01% | 138 |
|