City State 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 | $658K | Sell |
7,167
-20
| -0.3% | -$1.84K | 0.21% | 100 |
|
|
2025
Q1 | $661K | Hold |
7,187
| – | – | 0.22% | 98 |
|
|
2024
Q4 | $592K | Buy |
7,187
+170
| +2% | +$14K | 0.21% | 100 |
|
|
2024
Q3 | $633K | Sell |
7,017
-10
| -0.1% | -$902 | 0.23% | 93 |
|
|
2024
Q2 | $545K | Sell |
7,027
-49
| -0.7% | -$3.8K | 0.22% | 98 |
|
|
2024
Q1 | $508K | Hold |
7,076
| – | – | 0.22% | 100 |
|
|
2023
Q4 | $496K | Sell |
7,076
-45
| -0.6% | -$3.15K | 0.25% | 92 |
|
|
2023
Q3 | $461K | Buy |
7,121
+265
| +4% | +$17.2K | 0.25% | 93 |
|
|
2023
Q2 | $482K | Sell |
6,856
-2
| -0% | -$141 | 0.26% | 90 |
|
|
2023
Q1 | $477K | Sell |
6,858
-102
| -1% | -$7.09K | 0.27% | 87 |
|
|
2022
Q4 | $497K | Sell |
6,960
-50
| -0.7% | -$3.57K | 0.31% | 86 |
|
|
2022
Q3 | $477K | Hold |
7,010
| – | – | 0.33% | 78 |
|
|
2022
Q2 | $500K | Sell |
7,010
-25
| -0.4% | -$1.78K | 0.35% | 77 |
|
|
2022
Q1 | $510K | Hold |
7,035
| – | – | 0.31% | 87 |
|
|
2021
Q4 | $482K | Buy |
+7,035
| New | +$482K | 0.3% | 92 |
|