HSBC Holdings’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 | $165M | Sell |
1,801,472
-22,451
| -1% | -$2.06M | 0.1% | 176 |
|
|
2025
Q1 | $167M | Sell |
1,823,923
-156,238
| -8% | -$14.3M | 0.1% | 165 |
|
|
2024
Q4 | $163M | Buy |
1,980,161
+450
| +0% | +$37K | 0.09% | 177 |
|
|
2024
Q3 | $178M | Buy |
1,979,711
+460,751
| +30% | +$41.5M | 0.1% | 164 |
|
|
2024
Q2 | $118M | Sell |
1,518,960
-603,885
| -28% | -$46.8M | 0.07% | 228 |
|
|
2024
Q1 | $152M | Buy |
2,122,845
+584,913
| +38% | +$42M | 0.1% | 181 |
|
|
2023
Q4 | $108M | Buy |
1,537,932
+122,776
| +9% | +$8.6M | 0.09% | 202 |
|
|
2023
Q3 | $91.6M | Buy |
1,415,156
+461,538
| +48% | +$29.9M | 0.1% | 192 |
|
|
2023
Q2 | $67M | Buy |
953,618
+21,826
| +2% | +$1.53M | 0.07% | 284 |
|
|
2023
Q1 | $64.8M | Sell |
931,792
-346,944
| -27% | -$24.1M | 0.08% | 246 |
|
|
2022
Q4 | $91.2M | Buy |
1,278,736
+432,254
| +51% | +$30.8M | 0.1% | 180 |
|
|
2022
Q3 | $58.4M | Sell |
846,482
-721,822
| -46% | -$49.8M | 0.1% | 186 |
|
|
2022
Q2 | $112M | Buy |
1,568,304
+653,998
| +72% | +$46.7M | 0.16% | 96 |
|
|
2022
Q1 | $66.4M | Sell |
914,306
-17,906
| -2% | -$1.3M | 0.08% | 202 |
|
|
2021
Q4 | $63.9M | Sell |
932,212
-47,761
| -5% | -$3.27M | 0.06% | 271 |
|
|
2021
Q3 | $61.1M | Buy |
979,973
+5,537
| +0.6% | +$345K | 0.06% | 250 |
|
|
2021
Q2 | $58.9M | Sell |
974,436
-14,556
| -1% | -$880K | 0.06% | 269 |
|
|
2021
Q1 | $61.3M | Sell |
988,992
-455,392
| -32% | -$28.2M | 0.07% | 244 |
|
|
2020
Q4 | $88M | Buy |
1,444,384
+391,393
| +37% | +$23.8M | 0.12% | 150 |
|
|
2020
Q3 | $57M | Sell |
1,052,991
-189,744
| -15% | -$10.3M | 0.09% | 177 |
|
|
2020
Q2 | $64.4M | Buy |
1,242,735
+40,356
| +3% | +$2.09M | 0.12% | 128 |
|
|
2020
Q1 | $65.3M | Sell |
1,202,379
-35,938
| -3% | -$1.95M | 0.15% | 117 |
|
|
2019
Q4 | $78.2M | Buy |
1,238,317
+355,644
| +40% | +$22.5M | 0.14% | 127 |
|
|
2019
Q3 | $54.5M | Sell |
882,673
-3,347
| -0.4% | -$207K | 0.1% | 163 |
|
|
2019
Q2 | $49M | Sell |
886,020
-304,208
| -26% | -$16.8M | 0.09% | 176 |
|
|
2019
Q1 | $61.5M | Sell |
1,190,228
-350,370
| -23% | -$18.1M | 0.11% | 147 |
|
|
2018
Q4 | $67.7M | Buy |
1,540,598
+236,565
| +18% | +$10.4M | 0.13% | 123 |
|
|
2018
Q3 | $56.9M | Buy |
1,304,033
+403,955
| +45% | +$17.6M | 0.09% | 170 |
|
|
2018
Q2 | $41.7M | Sell |
900,078
-290,147
| -24% | -$13.4M | 0.07% | 211 |
|
|
2018
Q1 | $53.2M | Sell |
1,190,225
-264,443
| -18% | -$11.8M | 0.08% | 212 |
|
|
2017
Q4 | $70M | Buy |
1,454,668
+449,161
| +45% | +$21.6M | 0.1% | 173 |
|
|
2017
Q3 | $49.4M | Sell |
1,005,507
-125,610
| -11% | -$6.17M | 0.08% | 198 |
|
|
2017
Q2 | $54.2M | Buy |
1,131,117
+135,800
| +14% | +$6.5M | 0.1% | 159 |
|
|
2017
Q1 | $49.6M | Sell |
995,317
-234,158
| -19% | -$11.7M | 0.1% | 161 |
|
|
2016
Q4 | $60.5M | Buy |
1,229,475
+294,759
| +32% | +$14.5M | 0.14% | 120 |
|
|
2016
Q3 | $48.1M | Buy |
934,716
+76,293
| +9% | +$3.92M | 0.12% | 146 |
|
|
2016
Q2 | $45.9M | Sell |
858,423
-160,254
| -16% | -$8.56M | 0.13% | 145 |
|
|
2016
Q1 | $52.6M | Buy |
1,018,677
+87,092
| +9% | +$4.5M | 0.15% | 140 |
|
|
2015
Q4 | $43.7M | Sell |
931,585
-631,751
| -40% | -$29.6M | 0.11% | 186 |
|
|
2015
Q3 | $69.8M | Buy |
1,563,336
+206,032
| +15% | +$9.2M | 0.18% | 110 |
|
|
2015
Q2 | $56.9M | Buy |
1,357,304
+314,989
| +30% | +$13.2M | 0.12% | 179 |
|
|
2015
Q1 | $46.2M | Sell |
1,042,315
-173,821
| -14% | -$7.7M | 0.09% | 218 |
|
|
2014
Q4 | $59.9M | Sell |
1,216,136
-205,113
| -14% | -$10.1M | 0.12% | 151 |
|
|
2014
Q3 | $62M | Buy |
1,421,249
+72,210
| +5% | +$3.15M | 0.13% | 149 |
|
|
2014
Q2 | $61.2M | Buy |
1,349,039
+126,664
| +10% | +$5.74M | 0.13% | 142 |
|
|
2014
Q1 | $53.7M | Buy |
1,222,375
+161,721
| +15% | +$7.1M | 0.13% | 151 |
|
|
2013
Q4 | $43.6M | Sell |
1,060,654
-48,646
| -4% | -$2M | 0.11% | 166 |
|
|
2013
Q3 | $45.7M | Sell |
1,109,300
-773,091
| -41% | -$31.8M | 0.12% | 159 |
|
|
2013
Q2 | $83.1M | Buy |
+1,882,391
| New | +$83.1M | 0.25% | 75 |
|