Caldwell Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
24,055
+2,371
|
|
||||
|
2025
Q1 | $1.99M | Buy |
21,684
+2,154
|
|
||||
|
2024
Q4 | $1.61M | Buy |
19,530
+3,408
|
|
||||
|
2024
Q3 | $1.45M | Buy |
16,122
+4,413
|
|
||||
|
2024
Q2 | $908K | Buy |
11,709
+4,305
|
|
||||
|
2024
Q1 | $531K | Buy |
7,404
+553
|
|
||||
|
2023
Q4 | $480K | Sell |
6,851
-102
|
|
||||
|
2023
Q3 | $450K | Sell |
6,953
-463
|
|
||||
|
2023
Q2 | $521K | Sell |
7,416
-1,440
|
|
||||
|
2023
Q1 | $616K | Sell |
8,856
-1,600
|
|
||||
|
2022
Q4 | $747K | Buy |
10,456
+1,718
|
|
||||
|
2022
Q3 | $594K | Sell |
8,738
-372
|
|
||||
|
2022
Q2 | $650K | Sell |
9,110
-1
|
|
||||
|
2022
Q1 | $661K | Sell |
9,111
-1,173
|
|
||||
|
2021
Q4 | $705K | Sell |
10,284
-200
|
|
||||
|
2021
Q3 | $650K | Buy |
10,484
+284
|
|
||||
|
2021
Q2 | $617K | Sell |
10,200
-52
|
|
||||
|
2021
Q1 | $637K | Sell |
10,252
-319
|
|
||||
|
2020
Q4 | $649K | Sell |
10,571
-150
|
|
||||
|
2020
Q3 | $581K | Sell |
10,721
-2,587
|
|
||||
|
2020
Q2 | $690K | Buy |
13,308
+720
|
|
||||
|
2020
Q1 | $682K | Buy |
12,588
+172
|
|
||||
|
2019
Q4 | $791K | Buy |
+12,416
|
|