Howland 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 | $204K | Buy |
+2,222
| New | +$204K | 0.01% | 269 |
|
|
2024
Q3 | – | Sell |
-2,579
| Closed | -$200K | – | 286 |
|
|
2024
Q2 | $200K | Buy |
+2,579
| New | +$200K | 0.01% | 270 |
|
|
2020
Q3 | – | Sell |
-3,975
| Closed | -$206K | – | 220 |
|
|
2020
Q2 | $206K | Sell |
3,975
-342
| -8% | -$17.7K | 0.01% | 202 |
|
|
2020
Q1 | $234K | Sell |
4,317
-26
| -0.6% | -$1.41K | 0.02% | 179 |
|
|
2019
Q4 | $277K | Buy |
4,343
+826
| +23% | +$52.7K | 0.02% | 188 |
|
|
2019
Q3 | $217K | Buy |
+3,517
| New | +$217K | 0.02% | 198 |
|
|
2016
Q2 | – | Sell |
-4,427
| Closed | -$229K | – | 206 |
|
|
2016
Q1 | $229K | Hold |
4,427
| – | – | 0.02% | 185 |
|
|
2015
Q4 | $207K | Buy |
+4,427
| New | +$207K | 0.02% | 195 |
|
|
2015
Q1 | – | Sell |
-4,427
| Closed | -$217K | – | 200 |
|
|
2014
Q4 | $217K | Sell |
4,427
-165
| -4% | -$8.09K | 0.02% | 189 |
|
|
2014
Q3 | $200K | Sell |
4,592
-6,700
| -59% | -$292K | 0.02% | 187 |
|
|
2014
Q2 | $512K | Buy |
11,292
+165
| +1% | +$7.48K | 0.05% | 134 |
|
|
2014
Q1 | $489K | Hold |
11,127
| – | – | 0.06% | 130 |
|
|
2013
Q4 | $457K | Buy |
11,127
+167
| +2% | +$6.86K | 0.06% | 135 |
|
|
2013
Q3 | $451K | Hold |
10,960
| – | – | 0.06% | 129 |
|
|
2013
Q2 | $484K | Buy |
+10,960
| New | +$484K | 0.08% | 105 |
|