Howard Capital Management’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 | $801K | Buy |
8,725
+1,966
| +29% | +$181K | 0.01% | 247 |
|
|
2025
Q1 | $621K | Sell |
6,759
-711
| -10% | -$65.4K | 0.02% | 243 |
|
|
2024
Q4 | $615K | Buy |
7,470
+340
| +5% | +$28K | 0.01% | 269 |
|
|
2024
Q3 | $643K | Buy |
+7,130
| New | +$643K | 0.01% | 256 |
|
|
2023
Q3 | – | Sell |
-3,142
| Closed | -$221K | – | 62 |
|
|
2023
Q2 | $221K | Buy |
+3,142
| New | +$221K | 0.03% | 54 |
|