HUB Investment Partners’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 | $1.06M | Buy |
11,518
+1,588
| +16% | +$146K | 0.04% | 243 |
|
|
2025
Q1 | $913K | Sell |
9,930
-1,043
| -10% | -$95.9K | 0.04% | 236 |
|
|
2024
Q4 | $903K | Buy |
10,973
+4,192
| +62% | +$345K | 0.04% | 219 |
|
|
2024
Q3 | $612K | Buy |
6,781
+850
| +14% | +$76.7K | 0.03% | 266 |
|
|
2024
Q2 | $460K | Buy |
5,931
+604
| +11% | +$46.9K | 0.02% | 290 |
|
|
2024
Q1 | $382K | Buy |
5,327
+13
| +0.2% | +$933 | 0.02% | 315 |
|
|
2023
Q4 | $373K | Buy |
5,314
+763
| +17% | +$53.5K | 0.03% | 271 |
|
|
2023
Q3 | $295K | Sell |
4,551
-47
| -1% | -$3.04K | 0.04% | 189 |
|
|
2023
Q2 | $323K | Buy |
4,598
+85
| +2% | +$5.97K | 0.05% | 175 |
|
|
2023
Q1 | $314K | Buy |
+4,513
| New | +$314K | 0.06% | 161 |
|