Howard Capital Management Group’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 | $799K | Hold |
8,698
| – | – | 0.06% | 66 |
|
|
2025
Q1 | $800K | Hold |
8,698
| – | – | 0.06% | 61 |
|
|
2024
Q4 | $716K | Hold |
8,698
| – | – | 0.05% | 68 |
|
|
2024
Q3 | $784K | Hold |
8,698
| – | – | 0.06% | 65 |
|
|
2024
Q2 | $675K | Hold |
8,698
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $624K | Hold |
8,698
| – | – | 0.05% | 72 |
|
|
2023
Q4 | $610K | Hold |
8,698
| – | – | 0.05% | 66 |
|
|
2023
Q3 | $563K | Buy |
8,698
+1
| +0% | +$65 | 0.05% | 64 |
|
|
2023
Q2 | $611K | Sell |
8,697
-1
| -0% | -$70 | 0.06% | 64 |
|
|
2023
Q1 | $605K | Hold |
8,698
| – | – | 0.06% | 62 |
|
|
2022
Q4 | $621K | Hold |
8,698
| – | – | 0.07% | 58 |
|
|
2022
Q3 | $591K | Hold |
8,698
| – | – | 0.07% | 57 |
|
|
2022
Q2 | $620K | Hold |
8,698
| – | – | 0.07% | 57 |
|
|
2022
Q1 | $631K | Hold |
8,698
| – | – | 0.06% | 63 |
|
|
2021
Q4 | $596K | Hold |
8,698
| – | – | 0.05% | 65 |
|
|
2021
Q3 | $539K | Hold |
8,698
| – | – | 0.05% | 68 |
|
|
2021
Q2 | $526K | Hold |
8,698
| – | – | 0.05% | 67 |
|
|
2021
Q1 | $541K | Buy |
+8,698
| New | +$541K | 0.06% | 62 |
|