AMG National Trust Bank’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
Q3 | $295K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $646K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $376K | Buy |
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