Bank & Trust Company’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 | $1.26M | Sell |
13,704
-80
| -0.6% | -$7.35K | 1% | 29 |
|
|
2025
Q1 | $1.27M | Sell |
13,784
-789
| -5% | -$72.5K | 1.03% | 29 |
|
|
2024
Q4 | $1.2M | Sell |
14,573
-377
| -3% | -$31K | 1.01% | 27 |
|
|
2024
Q3 | $1.35M | Sell |
14,950
-315
| -2% | -$28.4K | 1.09% | 27 |
|
|
2024
Q2 | $1.18M | Buy |
+15,265
| New | +$1.18M | 1% | 28 |
|