CoreFirst Bank & Trust’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 | $18.4K | Buy |
+200
| New | +$18.4K | 0.01% | 267 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$16.5K | – | 310 |
|
|
2024
Q4 | $16.5K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $18K | Buy |
+200
| New | +$18K | 0.01% | 271 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$14.3K | – | 318 |
|
|
2024
Q1 | $14.3K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $14K | Hold |
200
| – | – | 0.01% | 294 |
|
|
2023
Q3 | $12.9K | Sell |
200
-198
| -50% | -$12.8K | 0.01% | 313 |
|
|
2023
Q2 | $28K | Sell |
398
-7,377
| -95% | -$518K | 0.02% | 257 |
|
|
2023
Q1 | $541K | Hold |
7,775
| – | – | 0.39% | 64 |
|
|
2022
Q4 | $555K | Hold |
7,775
| – | – | 0.42% | 57 |
|
|
2022
Q3 | $529K | Sell |
7,775
-2
| -0% | -$136 | 0.46% | 51 |
|
|
2022
Q2 | $555K | Buy |
7,777
+200
| +3% | +$14.3K | 0.44% | 51 |
|
|
2022
Q1 | $549K | Sell |
7,577
-1,373
| -15% | -$99.5K | 0.38% | 62 |
|
|
2021
Q4 | $614K | Sell |
8,950
-424
| -5% | -$29.1K | 0.4% | 61 |
|
|
2021
Q3 | $581K | Sell |
9,374
-900
| -9% | -$55.8K | 0.4% | 57 |
|
|
2021
Q2 | $622K | Sell |
10,274
-100
| -1% | -$6.05K | 0.42% | 57 |
|
|
2021
Q1 | $645K | Sell |
10,374
-363
| -3% | -$22.6K | 0.44% | 53 |
|
|
2020
Q4 | $660K | Buy |
+10,737
| New | +$660K | 0.49% | 50 |
|