AMG National Trust Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
3,112
| – | – | 0.01% | 388 |
|
|
2025
Q1 | $286K | Buy |
3,112
+24
| +0.8% | +$2.21K | 0.01% | 380 |
|
|
2024
Q4 | $254K | Sell |
3,088
-2,158
| -41% | -$178K | 0.01% | 403 |
|
|
2024
Q3 | $473K | Sell |
5,246
-3,082
| -37% | -$278K | 0.01% | 336 |
|
|
2024
Q2 | $646K | Buy |
+8,328
| New | +$646K | 0.02% | 329 |
|
|
2023
Q2 | – | Sell |
-4,950
| Closed | -$344K | – | 452 |
|
|
2023
Q1 | $344K | Buy |
4,950
+1,000
| +25% | +$69.6K | 0.01% | 386 |
|
|
2022
Q4 | $282K | Sell |
3,950
-2,246
| -36% | -$160K | 0.01% | 398 |
|
|
2022
Q3 | $421K | Buy |
6,196
+2,246
| +57% | +$153K | 0.02% | 352 |
|
|
2022
Q2 | $286K | Buy |
3,950
+471
| +14% | +$34.1K | 0.01% | 381 |
|
|
2022
Q1 | $252K | Sell |
3,479
-2,373
| -41% | -$172K | 0.01% | 411 |
|
|
2021
Q4 | $401K | Sell |
5,852
-1,871
| -24% | -$128K | 0.01% | 368 |
|
|
2021
Q3 | $479K | Buy |
7,723
+1,428
| +23% | +$88.6K | 0.02% | 350 |
|
|
2021
Q2 | $381K | Sell |
6,295
-272
| -4% | -$16.5K | 0.01% | 373 |
|
|
2021
Q1 | $408K | Buy |
6,567
+30
| +0.5% | +$1.86K | 0.01% | 363 |
|
|
2020
Q4 | $402K | Sell |
6,537
-348
| -5% | -$21.4K | 0.01% | 365 |
|
|
2020
Q3 | $373K | Sell |
6,885
-370
| -5% | -$20K | 0.02% | 350 |
|
|
2020
Q2 | $376K | Buy |
+7,255
| New | +$376K | 0.02% | 345 |
|