Burke & Herbert Bank & Trust’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 | $1.45M | Hold |
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|
2025
Q2 | $1.41M | Hold |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $467K | Sell |
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|
2023
Q4 | $544K | Hold |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $648K | Sell |
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|
2022
Q2 | $705K | Hold |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $446K | Hold |
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|
2020
Q4 | $441K | Hold |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $371K | Hold |
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|
2020
Q1 | $388K | Hold |
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|
2019
Q4 | $457K | Hold |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $373K | Hold |
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|
2018
Q4 | $318K | Buy |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $329K | Buy |
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|
2018
Q1 | $314K | Buy |
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|
2017
Q4 | $328K | Buy |
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|
2017
Q3 | $306K | Hold |
|
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|
2017
Q2 | $299K | Hold |
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|
2017
Q1 | $310K | Hold |
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|
2016
Q4 | $307K | Hold |
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|
2016
Q3 | $320K | Hold |
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|
2016
Q2 | $334K | Buy |
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|
2016
Q1 | $296K | Buy |
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|
2015
Q4 | $261K | Sell |
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|
2015
Q3 | $249K | Buy |
|