Cape Cod Five Cents Savings Bank’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 | $404K | Hold |
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|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $404K | Hold |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $533K | Sell |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $603K | Sell |
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|
2020
Q3 | $539K | Sell |
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|
2020
Q2 | $542K | Sell |
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|
2020
Q1 | $596K | Sell |
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|
2019
Q4 | $795K | Sell |
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|
2019
Q3 | $947K | Sell |
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|
2019
Q2 | $896K | Sell |
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|
2019
Q1 | $910K | Sell |
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|
2018
Q4 | $805K | Sell |
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|
2018
Q3 | $830K | Buy |
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|
2018
Q2 | $872K | Sell |
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|
2018
Q1 | $847K | Sell |
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|
2017
Q4 | $978K | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.22M | Sell |
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|
2016
Q3 | $1.46M | Sell |
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|
2016
Q2 | $1.78M | Sell |
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|
2016
Q1 | $2.01M | Sell |
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|
2015
Q4 | $1.94M | Sell |
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|
2015
Q3 | $2.05M | Sell |
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|
2015
Q2 | $2M | Sell |
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|
2015
Q1 | $2.23M | Sell |
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|
2014
Q4 | $2.5M | Sell |
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|
2014
Q3 | $2.29M | Sell |
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|
2014
Q2 | $2.4M | Buy |
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|
2014
Q1 | $2.33M | Sell |
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|
2013
Q4 | $2.33M | Sell |
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|
2013
Q3 | $2.36M | Sell |
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|
2013
Q2 | $2.56M | Buy |
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