Eastern Bank’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
$697K Sell
7,589
-131
-2% -$12K 0.01% 217
2025
Q1
$710K Buy
7,720
+650
+9% +$59.8K 0.01% 236
2024
Q4
$582K Sell
7,070
-250
-3% -$20.6K 0.01% 258
2024
Q3
$660K Buy
+7,320
New +$660K 0.01% 259
2017
Q4
Sell
-5,614
Closed -$276K 209
2017
Q3
$276K Sell
5,614
-696
-11% -$34.2K 0.02% 179
2017
Q2
$301K Hold
6,310
0.02% 174
2017
Q1
$314K Hold
6,310
0.02% 169
2016
Q4
$310K Hold
6,310
0.02% 164
2016
Q3
$324K Sell
6,310
-716
-10% -$36.8K 0.03% 160
2016
Q2
$377K Buy
7,026
+193
+3% +$10.4K 0.03% 151
2016
Q1
$354K Sell
6,833
-355
-5% -$18.4K 0.03% 155
2015
Q4
$336K Sell
7,188
-879
-11% -$41.1K 0.03% 159
2015
Q3
$361K Buy
8,067
+355
+5% +$15.9K 0.03% 157
2015
Q2
$323K Sell
7,712
-494
-6% -$20.7K 0.03% 164
2015
Q1
$364K Sell
8,206
-108
-1% -$4.79K 0.03% 157
2014
Q4
$408K Buy
8,314
+432
+5% +$21.2K 0.03% 156
2014
Q3
$344K Hold
7,882
0.03% 163
2014
Q2
$358K Hold
7,882
0.03% 157
2014
Q1
$346K Sell
7,882
-5,133
-39% -$225K 0.03% 158
2013
Q4
$535K Sell
13,015
-1,240
-9% -$51K 0.05% 131
2013
Q3
$588K Sell
14,255
-1,821
-11% -$75.1K 0.05% 136
2013
Q2
$709K Buy
+16,076
New +$709K 0.07% 122