Baker Boyer National 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
Q2 | $696K | Sell |
|
|||||
|
2025
Q1 | $707K | Hold |
|
|||||
|
2024
Q4 | $633K | Sell |
|
|||||
|
2024
Q3 | $725K | Hold |
|
|||||
|
2024
Q2 | $624K | Sell |
|
|||||
|
2024
Q1 | $842K | Hold |
|
|||||
|
2023
Q4 | $823K | Hold |
|
|||||
|
2023
Q3 | $760K | Buy |
|
|||||
|
2023
Q2 | $427K | Hold |
|
|||||
|
2023
Q1 | $423K | Hold |
|
|||||
|
2022
Q4 | $434K | Buy |
|
|||||
|
2022
Q3 | $408K | Hold |
|
|||||
|
2022
Q2 | $428K | Hold |
|
|||||
|
2022
Q1 | $435K | Hold |
|
|||||
|
2021
Q4 | $411K | Buy |
|
|||||
|
2021
Q2 | $428K | Buy |
|
|||||
|
2018
Q1 | $368K | Sell |
|
|||||
|
2017
Q4 | $584K | Hold |
|
|||||
|
2017
Q3 | $597K | Hold |
|
|||||
|
2017
Q2 | $581K | Buy |
|
|||||
|
2017
Q1 | $573K | Hold |
|
|||||
|
2016
Q4 | $567K | Hold |
|
|||||
|
2016
Q3 | $591K | Hold |
|
|||||
|
2016
Q2 | $618K | Hold |
|
|||||
|
2016
Q1 | $596K | Hold |
|
|||||
|
2015
Q4 | $539K | Sell |
|
|||||
|
2015
Q3 | $536K | Sell |
|
|||||
|
2015
Q2 | $1.44M | Hold |
|
|||||
|
2015
Q1 | $1.52M | Hold |
|
|||||
|
2014
Q4 | $1.68M | Sell |
|
|||||
|
2014
Q3 | $1.53M | Sell |
|
|||||
|
2014
Q2 | $1.83M | Buy |
|
|||||
|
2014
Q1 | $1.76M | Sell |
|
|||||
|
2013
Q4 | $1.65M | Buy |
|
|||||
|
2013
Q3 | $1.63M | Sell |
|
|||||
|
2013
Q2 | $1.75M | Buy |
|