Country Trust 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 | $680K | Buy |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $660K | Buy |
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|
2024
Q4 | $588K | Hold |
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|
2024
Q3 | $644K | Hold |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $586K | Hold |
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|
2022
Q1 | $595K | Hold |
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|
2021
Q4 | $563K | Sell |
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|
2021
Q3 | $727K | Buy |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $195K | Hold |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $459K | Hold |
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|
2019
Q3 | $445K | Hold |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $194K | Buy |
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|
2018
Q4 | $66K | Buy |
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|
2018
Q3 | $29K | Buy |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $11K | Hold |
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|
2017
Q2 | $10K | Sell |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $30K | Buy |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $7K | Sell |
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|
2015
Q2 | $24K | Buy |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $7.96K | Sell |
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|
2014
Q3 | $10.6K | Buy |
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|
2014
Q2 | $7.35K | Buy |
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