Dorsey & Whitney 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 | $713K | Sell |
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|
2025
Q2 | $703K | Sell |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $690K | Sell |
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|
2024
Q3 | $892K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $381K | Buy |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $312K | Hold |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $340K | Buy |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $340K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $361K | Buy |
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|
2017
Q1 | $333K | Hold |
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|
2016
Q4 | $329K | Buy |
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|
2016
Q3 | $245K | Sell |
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|
2016
Q2 | $282K | Hold |
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|
2016
Q1 | $271K | Hold |
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|
2015
Q4 | $245K | Hold |
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|
2015
Q3 | $235K | Sell |
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|
2015
Q2 | $226K | Buy |
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|
2015
Q1 | $236K | Buy |
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|
2014
Q4 | $261K | Hold |
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|
2014
Q3 | $231K | Buy |
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|
2014
Q2 | $237K | Buy |
|