Coastline 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 | $297K | Sell |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $179K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $927K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $592K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $335K | Hold |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $269K | Hold |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $354K | Hold |
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $249K | Hold |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $982K | Buy |
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|
2016
Q3 | $990K | Buy |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $966K | Hold |
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|
2015
Q4 | $873K | Sell |
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|
2015
Q3 | $840K | Sell |
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|
2015
Q2 | $798K | Buy |
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|
2015
Q1 | $812K | Buy |
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|
2014
Q4 | $876K | Buy |
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|
2014
Q3 | $751K | Buy |
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|
2014
Q2 | $748K | Buy |
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|
2014
Q1 | $666K | Buy |
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|
2013
Q4 | $567K | Sell |
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|
2013
Q3 | $572K | Buy |
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|
2013
Q2 | $506K | Buy |
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