PHIC
Pine Haven Investment Counsel’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
2,773
| – | – | 0.2% | 97 |
|
|
2025
Q1 | $255K | Hold |
2,773
| – | – | 0.21% | 92 |
|
|
2024
Q4 | $228K | Hold |
2,773
| – | – | 0.19% | 100 |
|
|
2024
Q3 | $250K | Hold |
2,773
| – | – | 0.2% | 95 |
|
|
2024
Q2 | $215K | Buy |
+2,773
| New | +$215K | 0.18% | 101 |
|
|
2022
Q2 | – | Sell |
-2,773
| Closed | -$201K | – | 102 |
|
|
2022
Q1 | $201K | Buy |
+2,773
| New | +$201K | 0.2% | 102 |
|