City State 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 | $679K | Hold |
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|
2025
Q2 | $658K | Sell |
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|
2025
Q1 | $661K | Hold |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $508K | Hold |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $510K | Hold |
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|
2021
Q4 | $482K | Buy |
|