Bank of Stockton’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 | $225K | Hold |
|
|||||
|
2025
Q2 | $218K | Hold |
|
|||||
|
2025
Q1 | $218K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $214K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $204K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $216K | Sell |
|
|||||
|
2023
Q1 | $242K | Sell |
|
|||||
|
2022
Q4 | $335K | Sell |
|
|||||
|
2022
Q3 | $322K | Sell |
|
|||||
|
2022
Q2 | $346K | Buy |
|
|||||
|
2022
Q1 | $352K | Sell |
|
|||||
|
2021
Q4 | $416K | Sell |
|
|||||
|
2021
Q3 | $389K | Sell |
|
|||||
|
2021
Q2 | $518K | Sell |
|
|||||
|
2021
Q1 | $563K | Buy |
|
|||||
|
2020
Q4 | $542K | Buy |
|
|||||
|
2020
Q3 | $433K | Buy |
|