Arlington Trust’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 | $518K | Sell |
5,645
-307
| -5% | -$28.2K | 0.1% | 93 |
|
|
2025
Q1 | $547K | Sell |
5,952
-1,466
| -20% | -$135K | 0.12% | 89 |
|
|
2024
Q4 | $611K | Buy |
7,418
+1,312
| +21% | +$108K | 0.13% | 82 |
|
|
2024
Q3 | $551K | Hold |
6,106
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $474K | Buy |
6,106
+2,481
| +68% | +$192K | 0.11% | 88 |
|
|
2024
Q1 | $260K | Sell |
3,625
-48
| -1% | -$3.44K | 0.07% | 121 |
|
|
2023
Q4 | $258K | Buy |
3,673
+3,625
| +7,552% | +$254K | 0.07% | 120 |
|
|
2023
Q3 | $3.11K | Buy |
+48
| New | +$3.11K | ﹤0.01% | 264 |
|