Howard Capital Management Group’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 | $919K | Buy |
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|
2025
Q2 | $799K | Hold |
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|
2025
Q1 | $800K | Hold |
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|
2024
Q4 | $716K | Hold |
|
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|
2024
Q3 | $784K | Hold |
|
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|
2024
Q2 | $675K | Hold |
|
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|
2024
Q1 | $624K | Hold |
|
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|
2023
Q4 | $610K | Hold |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $611K | Sell |
|
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|
2023
Q1 | $605K | Hold |
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|
2022
Q4 | $621K | Hold |
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|
2022
Q3 | $591K | Hold |
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|
2022
Q2 | $620K | Hold |
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|
2022
Q1 | $631K | Hold |
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|
2021
Q4 | $596K | Hold |
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|
2021
Q3 | $539K | Hold |
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|
2021
Q2 | $526K | Hold |
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|
2021
Q1 | $541K | Buy |
|