Colonial 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 | $292K | Sell |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $112K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $110K | Sell |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $173K | Buy |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q3 | $162K | Buy |
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