Bank of Stockton’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 | $218K | Hold |
2,370
| – | – | 0.06% | 136 |
|
|
2025
Q1 | $218K | Buy |
+2,370
| New | +$218K | 0.07% | 135 |
|
|
2024
Q4 | – | Sell |
-2,370
| Closed | -$214K | – | 149 |
|
|
2024
Q3 | $214K | Buy |
+2,370
| New | +$214K | 0.06% | 140 |
|
|
2024
Q2 | – | Sell |
-2,845
| Closed | -$204K | – | 135 |
|
|
2024
Q1 | $204K | Buy |
+2,845
| New | +$204K | 0.06% | 126 |
|
|
2023
Q3 | – | Sell |
-3,075
| Closed | -$216K | – | 123 |
|
|
2023
Q2 | $216K | Sell |
3,075
-410
| -12% | -$28.8K | 0.07% | 113 |
|
|
2023
Q1 | $242K | Sell |
3,485
-1,200
| -26% | -$83.5K | 0.08% | 110 |
|
|
2022
Q4 | $335K | Sell |
4,685
-45
| -1% | -$3.22K | 0.12% | 92 |
|
|
2022
Q3 | $322K | Sell |
4,730
-125
| -3% | -$8.51K | 0.12% | 89 |
|
|
2022
Q2 | $346K | Buy |
4,855
+5
| +0.1% | +$356 | 0.13% | 89 |
|
|
2022
Q1 | $352K | Sell |
4,850
-1,217
| -20% | -$88.3K | 0.11% | 94 |
|
|
2021
Q4 | $416K | Sell |
6,067
-210
| -3% | -$14.4K | 0.12% | 94 |
|
|
2021
Q3 | $389K | Sell |
6,277
-2,286
| -27% | -$142K | 0.12% | 90 |
|
|
2021
Q2 | $518K | Sell |
8,563
-500
| -6% | -$30.2K | 0.16% | 77 |
|
|
2021
Q1 | $563K | Buy |
9,063
+237
| +3% | +$14.7K | 0.19% | 71 |
|
|
2020
Q4 | $542K | Buy |
8,826
+825
| +10% | +$50.7K | 0.21% | 69 |
|
|
2020
Q3 | $433K | Buy |
+8,001
| New | +$433K | 0.18% | 78 |
|