Van Hulzen Asset Management’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
Q2 | $629K | Buy |
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|
2025
Q1 | $623K | Buy |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $611K | Sell |
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|
2024
Q2 | $532K | Hold |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $417K | Hold |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $371K | Hold |
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|
2020
Q3 | $327K | Hold |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $528K | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $927K | Sell |
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|
2018
Q4 | $5.16M | Buy |
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|
2018
Q3 | $4.75M | Buy |
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|
2018
Q2 | $4.72M | Buy |
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|
2018
Q1 | $4.55M | Buy |
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|
2017
Q4 | $3.78M | Sell |
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|
2017
Q3 | $3.9M | Buy |
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|
2017
Q2 | $3.7M | Buy |
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|
2017
Q1 | $3.8M | Buy |
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|
2016
Q4 | $3.64M | Buy |
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|
2016
Q3 | $3.57M | Buy |
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|
2016
Q2 | $3.38M | Sell |
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|
2016
Q1 | $4.76M | Buy |
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|
2015
Q4 | $4.22M | Buy |
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|
2015
Q3 | $3.76M | Sell |
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|
2015
Q2 | $3.54M | Buy |
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|
2015
Q1 | $3.56M | Buy |
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|
2014
Q4 | $3.39M | Buy |
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|
2014
Q3 | $2.63M | Buy |
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|
2014
Q2 | $2.5M | Buy |
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|
2014
Q1 | $2.36M | Buy |
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