Capital City 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 | $319K | Sell |
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|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $953K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $275K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $275K | Hold |
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|
2016
Q3 | $287K | Sell |
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|
2016
Q2 | $329K | Sell |
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|
2016
Q1 | $326K | Buy |
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|
2015
Q4 | $294K | Sell |
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|
2015
Q3 | $330K | Buy |
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|
2015
Q2 | $272K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $234K | Buy |
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|
2013
Q3 | $202 | Buy |
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|
2013
Q2 | $115K | Buy |
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