Cambridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $516K | Hold |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $542K | Sell |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $383K | Hold |
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|
2020
Q2 | $384K | Sell |
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|
2020
Q1 | $384K | Sell |
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|
2019
Q4 | $540K | Buy |
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|
2019
Q3 | $507K | Buy |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $436K | Buy |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $335K | Sell |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $448K | Sell |
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|
2017
Q3 | $469K | Buy |
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|
2017
Q2 | $380K | Sell |
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|
2017
Q1 | $485K | Buy |
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|
2016
Q4 | $436K | Hold |
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|
2016
Q3 | $455K | Sell |
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|
2016
Q2 | $476K | Buy |
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|
2016
Q1 | $449K | Sell |
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|
2015
Q4 | $470K | Sell |
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|
2015
Q3 | $451K | Sell |
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|
2015
Q2 | $672K | Sell |
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|
2015
Q1 | $753K | Buy |
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|
2014
Q4 | $605K | Sell |
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|
2014
Q3 | $557K | Sell |
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|
2014
Q2 | $609K | Sell |
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|
2014
Q1 | $615K | Sell |
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|
2013
Q4 | $654K | Sell |
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|
2013
Q3 | $709K | Sell |
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|
2013
Q2 | $959K | Buy |
|