Horizon Investments’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 | $5.77M | Buy |
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|
2025
Q2 | $3.87M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $803K | Buy |
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|
2022
Q2 | $655K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $619K | Sell |
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|
2021
Q2 | $807K | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $702K | Buy |
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|
2020
Q1 | $597K | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $999K | Sell |
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|
2019
Q1 | $1.58M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.89M | Buy |
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|
2018
Q2 | $1.75M | Buy |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $522K | Buy |
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|
2017
Q3 | $471K | Sell |
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|
2017
Q2 | $709K | Buy |
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|
2017
Q1 | $653K | Buy |
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|
2016
Q4 | $583K | Buy |
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