Citizens Business Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
6,143
-155
| -2% | -$14.2K | 0.11% | 83 |
|
|
2025
Q1 | $579K | Buy |
6,298
+4,026
| +177% | +$370K | 0.13% | 81 |
|
|
2024
Q4 | $506K | Sell |
2,272
-3,827
| -63% | -$852K | 0.09% | 88 |
|
|
2024
Q3 | $550K | Sell |
6,099
-159
| -3% | -$14.3K | 0.11% | 91 |
|
|
2024
Q2 | $485K | Buy |
6,258
+1,725
| +38% | +$134K | 0.1% | 91 |
|
|
2024
Q1 | $325K | Buy |
4,533
+491
| +12% | +$35.2K | 0.07% | 100 |
|
|
2023
Q4 | $283K | Sell |
4,042
-3
| -0.1% | -$210 | 0.06% | 99 |
|
|
2023
Q3 | $262K | Sell |
4,045
-210
| -5% | -$13.6K | 0.06% | 99 |
|
|
2023
Q2 | $299K | Buy |
+4,255
| New | +$299K | 0.07% | 94 |
|
|
2017
Q2 | – | Sell |
-4,070
| Closed | -$203K | – | 293 |
|
|
2017
Q1 | $203K | Hold |
4,070
| – | – | 0.03% | 263 |
|
|
2016
Q4 | $200K | Buy |
4,070
+103
| +3% | +$5.06K | 0.04% | 256 |
|
|
2016
Q3 | $204K | Hold |
3,967
| – | – | 0.04% | 261 |
|
|
2016
Q2 | $213K | Hold |
3,967
| – | – | 0.04% | 255 |
|
|
2016
Q1 | $205K | Buy |
+3,967
| New | +$205K | 0.04% | 257 |
|
|
2015
Q1 | – | Sell |
-5,441
| Closed | -$267K | – | 292 |
|
|
2014
Q4 | $267K | Hold |
5,441
| – | – | 0.05% | 259 |
|
|
2014
Q3 | $237K | Buy |
5,441
+39
| +0.7% | +$1.7K | 0.05% | 266 |
|
|
2014
Q2 | $245K | Hold |
5,402
| – | – | 0.05% | 265 |
|
|
2014
Q1 | $237K | Buy |
+5,402
| New | +$237K | 0.05% | 263 |
|
|
2013
Q3 | – | Sell |
-5,167
| Closed | -$228K | – | 286 |
|
|
2013
Q2 | $228K | Buy |
+5,167
| New | +$228K | 0.05% | 240 |
|