Equitable 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 | $3.28M | Buy |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.26M | Hold |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $345K | Hold |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $357K | Hold |
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|
2019
Q3 | $346K | Buy |
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