Bank of Montreal’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 | $182M | Buy |
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|
2025
Q2 | $154M | Sell |
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|
2025
Q1 | $171M | Sell |
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|
2024
Q4 | $177M | Buy |
|
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|
2024
Q3 | $189M | Buy |
|
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|
2024
Q2 | $160M | Buy |
|
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|
2024
Q1 | $133M | Sell |
|
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|
2023
Q4 | $151M | Buy |
|
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|
2023
Q3 | $133M | Sell |
|
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|
2023
Q2 | $136M | Sell |
|
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|
2023
Q1 | $135M | Sell |
|
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|
2022
Q4 | $154M | Buy |
|
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|
2022
Q3 | $129K | Buy |
|
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|
2022
Q2 | $123K | Sell |
|
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|
2022
Q1 | $133M | Sell |
|
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|
2021
Q4 | $138M | Sell |
|
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|
2021
Q3 | $137M | Buy |
|
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|
2021
Q2 | $126M | Buy |
|
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|
2021
Q1 | $117M | Sell |
|
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|
2020
Q4 | $119M | Buy |
|
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|
2020
Q3 | $106M | Buy |
|
|||||
|
2020
Q2 | $94.3M | Sell |
|
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|
2020
Q1 | $103M | Sell |
|
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|
2019
Q4 | $130M | Sell |
|
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|
2019
Q3 | $127M | Buy |
|
|||||
|
2019
Q2 | $113M | Buy |
|
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|
2019
Q1 | $103M | Sell |
|
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|
2018
Q4 | $100M | Sell |
|
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|
2018
Q3 | $99.5M | Buy |
|
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|
2018
Q2 | $103M | Buy |
|
|||||
|
2018
Q1 | $93.6M | Buy |
|
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|
2017
Q4 | $95.3M | Buy |
|
|||||
|
2017
Q3 | $92.4M | Buy |
|
|||||
|
2017
Q2 | $83.1M | Buy |
|
|||||
|
2017
Q1 | $79.6M | Buy |
|
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|
2016
Q4 | $74.3M | Buy |
|
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|
2016
Q3 | $78.9M | Buy |
|
|||||
|
2016
Q2 | $77.5M | Buy |
|
|||||
|
2016
Q1 | $69.6M | Buy |
|
|||||
|
2015
Q4 | $61.4M | Buy |
|
|||||
|
2015
Q3 | $54.7M | Buy |
|
|||||
|
2015
Q2 | $49.5M | Buy |
|
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|
2015
Q1 | $50M | Buy |
|
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|
2014
Q4 | $53M | Buy |
|
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|
2014
Q3 | $45.8M | Buy |
|
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|
2014
Q2 | $38.7M | Buy |
|
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|
2014
Q1 | $32.8M | Buy |
|
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|
2013
Q4 | $30.3M | Sell |
|
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|
2013
Q3 | $30.7M | Buy |
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|
2013
Q2 | $28.8M | Buy |
|