1SB
1ST Source Bank’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
5,518
+1,368
| +33% | +$126K | 0.03% | 188 |
|
|
2025
Q1 | $382K | Sell |
4,150
-73
| -2% | -$6.71K | 0.02% | 208 |
|
|
2024
Q4 | $348K | Buy |
4,223
+94
| +2% | +$7.74K | 0.02% | 220 |
|
|
2024
Q3 | $372K | Hold |
4,129
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $320K | Buy |
4,129
+10
| +0.2% | +$776 | 0.02% | 218 |
|
|
2024
Q1 | $295K | Hold |
4,119
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $289K | Hold |
4,119
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $267K | Hold |
4,119
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $289K | Sell |
4,119
-117
| -3% | -$8.22K | 0.02% | 214 |
|
|
2023
Q1 | $295K | Buy |
4,236
+25
| +0.6% | +$1.74K | 0.02% | 213 |
|
|
2022
Q4 | $301K | Hold |
4,211
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $286K | Sell |
4,211
-325
| -7% | -$22.1K | 0.02% | 213 |
|
|
2022
Q2 | $324K | Sell |
4,536
-225
| -5% | -$16.1K | 0.02% | 206 |
|
|
2022
Q1 | $345K | Sell |
4,761
-58
| -1% | -$4.2K | 0.02% | 214 |
|
|
2021
Q4 | $331K | Buy |
4,819
+77
| +2% | +$5.29K | 0.02% | 214 |
|
|
2021
Q3 | $294K | Buy |
4,742
+183
| +4% | +$11.3K | 0.02% | 222 |
|
|
2021
Q2 | $276K | Sell |
4,559
-49
| -1% | -$2.97K | 0.02% | 230 |
|
|
2021
Q1 | $286K | Hold |
4,608
| – | – | 0.02% | 217 |
|
|
2020
Q4 | $284K | Hold |
4,608
| – | – | 0.02% | 207 |
|
|
2020
Q3 | $249K | Sell |
4,608
-725
| -14% | -$39.2K | 0.02% | 198 |
|
|
2020
Q2 | $277K | Buy |
5,333
+600
| +13% | +$31.2K | 0.02% | 193 |
|
|
2020
Q1 | $257K | Buy |
4,733
+975
| +26% | +$52.9K | 0.03% | 186 |
|
|
2019
Q4 | $239K | Hold |
3,758
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $232K | Hold |
3,758
| – | – | 0.02% | 212 |
|
|
2019
Q2 | $208K | Buy |
+3,758
| New | +$208K | 0.02% | 223 |
|
|
2017
Q2 | – | Sell |
-5,651
| Closed | -$281K | – | 228 |
|
|
2017
Q1 | $281K | Sell |
5,651
-51
| -0.9% | -$2.54K | 0.02% | 187 |
|
|
2016
Q4 | $280K | Buy |
5,702
+20
| +0.4% | +$982 | 0.03% | 192 |
|
|
2016
Q3 | $292K | Buy |
5,682
+250
| +5% | +$12.8K | 0.03% | 187 |
|
|
2016
Q2 | $291K | Sell |
5,432
-350
| -6% | -$18.8K | 0.03% | 186 |
|
|
2016
Q1 | $299K | Buy |
+5,782
| New | +$299K | 0.03% | 178 |
|
|
2014
Q3 | – | Sell |
-5,462
| Closed | -$248K | – | 226 |
|
|
2014
Q2 | $248K | Hold |
5,462
| – | – | 0.03% | 193 |
|
|
2014
Q1 | $240K | Sell |
5,462
-287
| -5% | -$12.6K | 0.03% | 191 |
|
|
2013
Q4 | $237K | Buy |
5,749
+500
| +10% | +$20.6K | 0.03% | 199 |
|
|
2013
Q3 | $216K | Hold |
5,249
| – | – | 0.03% | 204 |
|
|
2013
Q2 | $232K | Buy |
+5,249
| New | +$232K | 0.04% | 179 |
|