Hummer Financial Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Hold |
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|
2025
Q2 | $418K | Hold |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $298K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $255K | Buy |
|