Hummer Financial Advisory Services’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 | $418K | Hold |
4,550
| – | – | 0.31% | 68 |
|
|
2025
Q1 | $418K | Buy |
4,550
+200
| +5% | +$18.4K | 0.34% | 61 |
|
|
2024
Q4 | $358K | Sell |
4,350
-200
| -4% | -$16.5K | 0.28% | 69 |
|
|
2024
Q3 | $410K | Hold |
4,550
| – | – | 0.32% | 65 |
|
|
2024
Q2 | $353K | Sell |
4,550
-300
| -6% | -$23.3K | 0.31% | 67 |
|
|
2024
Q1 | $348K | Buy |
4,850
+300
| +7% | +$21.5K | 0.29% | 72 |
|
|
2023
Q4 | $319K | Hold |
4,550
| – | – | 0.29% | 73 |
|
|
2023
Q3 | $294K | Hold |
4,550
| – | – | 0.3% | 70 |
|
|
2023
Q2 | $320K | Hold |
4,550
| – | – | 0.31% | 69 |
|
|
2023
Q1 | $317K | Buy |
4,550
+150
| +3% | +$10.4K | 0.34% | 71 |
|
|
2022
Q4 | $314K | Hold |
4,400
| – | – | 0.35% | 72 |
|
|
2022
Q3 | $299K | Sell |
4,400
-150
| -3% | -$10.2K | 0.35% | 69 |
|
|
2022
Q2 | $324K | Hold |
4,550
| – | – | 0.37% | 68 |
|
|
2022
Q1 | $330K | Hold |
4,550
| – | – | 0.3% | 71 |
|
|
2021
Q4 | $312K | Hold |
4,550
| – | – | 0.26% | 75 |
|
|
2021
Q3 | $282K | Hold |
4,550
| – | – | 0.26% | 85 |
|
|
2021
Q2 | $275K | Hold |
4,550
| – | – | 0.25% | 85 |
|
|
2021
Q1 | $283K | Sell |
4,550
-300
| -6% | -$18.7K | 0.28% | 82 |
|
|
2020
Q4 | $298K | Hold |
4,850
| – | – | 0.31% | 75 |
|
|
2020
Q3 | $263K | Hold |
4,850
| – | – | 0.31% | 75 |
|
|
2020
Q2 | $251K | Buy |
4,850
+300
| +7% | +$15.5K | 0.32% | 67 |
|
|
2020
Q1 | $246K | Buy |
4,550
+550
| +14% | +$29.7K | 0.37% | 67 |
|
|
2019
Q4 | $255K | Buy |
+4,000
| New | +$255K | 0.28% | 88 |
|