Baker Boyer National Bank’s Southern Company SO Stock Holding History

Baker Boyer National Bank’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$696K	Sell	7,582 -109	-1%	-$10K	0.24%	35
2025 Q1	$707K	Hold	7,691	–	–	0.26%	32
2024 Q4	$633K	Sell	7,691 -350	-4%	-$28.8K	0.22%	40
2024 Q3	$725K	Hold	8,041	–	–	0.24%	38
2024 Q2	$624K	Sell	8,041 -3,700	-32%	-$287K	0.22%	37
2024 Q1	$842K	Hold	11,741	–	–	0.29%	37
2023 Q4	$823K	Hold	11,741	–	–	0.3%	33
2023 Q3	$760K	Buy	11,741 +5,657	+93%	+$366K	0.31%	34
2023 Q2	$427K	Hold	6,084	–	–	0.16%	52
2023 Q1	$423K	Hold	6,084	–	–	0.16%	47
2022 Q4	$434K	Buy	6,084 +84	+1%	+$6K	0.18%	45
2022 Q3	$408K	Hold	6,000	–	–	0.18%	45
2022 Q2	$428K	Hold	6,000	–	–	0.22%	48
2022 Q1	$435K	Hold	6,000	–	–	0.21%	53
2021 Q4	$411K	Buy	+6,000	New	+$411K	0.19%	57
2021 Q2	$428K	Buy	+6,000	New	+$428K	0.22%	48
2018 Q1	$368K	Sell	8,252 -3,900	-32%	-$174K	1.12%	34
2017 Q4	$584K	Hold	12,152	–	–	1.76%	18
2017 Q3	$597K	Hold	12,152	–	–	1.97%	18
2017 Q2	$581K	Buy	12,152 +630	+5%	+$30.1K	2.32%	17
2017 Q1	$573K	Hold	11,522	–	–	2.34%	18
2016 Q4	$567K	Hold	11,522	–	–	2.46%	15
2016 Q3	$591K	Hold	11,522	–	–	2.44%	13
2016 Q2	$618K	Hold	11,522	–	–	2.83%	11
2016 Q1	$596K	Hold	11,522	–	–	2.78%	12
2015 Q4	$539K	Sell	11,522 -460	-4%	-$21.5K	2.53%	16
2015 Q3	$536K	Sell	11,982 -22,260	-65%	-$996K	2.61%	11
2015 Q2	$1.44M	Hold	34,242	–	–	2.99%	12
2015 Q1	$1.52M	Hold	34,242	–	–	3.09%	10
2014 Q4	$1.68M	Sell	34,242 -820	-2%	-$40.3K	3.29%	7
2014 Q3	$1.53M	Sell	35,062 -5,340	-13%	-$233K	3%	11
2014 Q2	$1.83M	Buy	40,402 +300	+0.7%	+$13.6K	3.35%	6
2014 Q1	$1.76M	Sell	40,102 -36	-0.1%	-$1.58K	3.44%	10
2013 Q4	$1.65M	Buy	40,138 +680	+2%	+$28K	3.19%	13
2013 Q3	$1.63M	Sell	39,458 -230	-0.6%	-$9.47K	3.58%	12
2013 Q2	$1.75M	Buy	+39,688	New	+$1.75M	3.78%	9