Essex Savings 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
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $728K | Sell |
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|
2024
Q1 | $672K | Hold |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $657K | Sell |
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|
2022
Q1 | $671K | Buy |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $395K | Buy |
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|
2020
Q1 | $411K | Hold |
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|
2019
Q4 | $485K | Hold |
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|
2019
Q3 | $470K | Sell |
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|
2019
Q2 | $567K | Buy |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $338K | Buy |
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