JHCP
Jackson Hole Capital Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
71,554
+468
| +0.7% | +$43K | 1.2% | 18 |
|
|
2025
Q1 | $6.54M | Sell |
71,086
-1,311
| -2% | -$121K | 1.3% | 15 |
|
|
2024
Q4 | $5.96M | Sell |
72,397
-657
| -0.9% | -$54.1K | 1.2% | 18 |
|
|
2024
Q3 | $6.59M | Buy |
73,054
+2,863
| +4% | +$258K | 1.37% | 15 |
|
|
2024
Q2 | $5.44M | Buy |
70,191
+3,907
| +6% | +$303K | 1.18% | 19 |
|
|
2024
Q1 | $4.76M | Buy |
66,284
+59,978
| +951% | +$4.3M | 1.07% | 21 |
|
|
2023
Q4 | $442K | Sell |
6,306
-378
| -6% | -$26.5K | 0.11% | 138 |
|
|
2023
Q3 | $433K | Sell |
6,684
-378
| -5% | -$24.5K | 0.13% | 128 |
|
|
2023
Q2 | $496K | Sell |
7,062
-1,550
| -18% | -$109K | 0.14% | 116 |
|
|
2023
Q1 | $601K | Sell |
8,612
-10
| -0.1% | -$697 | 0.16% | 116 |
|
|
2022
Q4 | $616K | Sell |
8,622
-70
| -0.8% | -$5K | 0.18% | 105 |
|
|
2022
Q3 | $591K | Buy |
8,692
+2,302
| +36% | +$157K | 0.18% | 107 |
|
|
2022
Q2 | $456K | Hold |
6,390
| – | – | 0.14% | 115 |
|
|
2022
Q1 | $463K | Sell |
6,390
-131
| -2% | -$9.49K | 0.13% | 123 |
|
|
2021
Q4 | $447K | Hold |
6,521
| – | – | 0.14% | 120 |
|
|
2021
Q3 | $404K | Buy |
6,521
+230
| +4% | +$14.2K | 0.13% | 130 |
|
|
2021
Q2 | $381K | Hold |
6,291
| – | – | 0.13% | 130 |
|
|
2021
Q1 | $391K | Buy |
6,291
+1,080
| +21% | +$67.1K | 0.16% | 119 |
|
|
2020
Q4 | $320K | Sell |
5,211
-300
| -5% | -$18.4K | 0.15% | 115 |
|
|
2020
Q3 | $299K | Buy |
5,511
+776
| +16% | +$42.1K | 0.16% | 105 |
|
|
2020
Q2 | $246K | Buy |
4,735
+750
| +19% | +$39K | 0.15% | 110 |
|
|
2020
Q1 | $216K | Sell |
3,985
-1,170
| -23% | -$63.4K | 0.16% | 106 |
|
|
2019
Q4 | $328K | Hold |
5,155
| – | – | 0.18% | 112 |
|
|
2019
Q3 | $318K | Sell |
5,155
-200
| -4% | -$12.3K | 0.18% | 110 |
|
|
2019
Q2 | $296K | Hold |
5,355
| – | – | 0.18% | 113 |
|
|
2019
Q1 | $277K | Buy |
5,355
+360
| +7% | +$18.6K | 0.24% | 102 |
|
|
2018
Q4 | $219K | Buy |
+4,995
| New | +$219K | 0.23% | 105 |
|