Farmers & Merchants Trust Company’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 | $1.32M | Buy |
14,385
+104
| +0.7% | +$9.55K | 0.28% | 66 |
|
|
2025
Q1 | $1.31M | Sell |
14,281
-200
| -1% | -$18.4K | 0.33% | 57 |
|
|
2024
Q4 | $1.19M | Sell |
14,481
-880
| -6% | -$72.4K | 0.3% | 61 |
|
|
2024
Q3 | $1.39M | Hold |
15,361
| – | – | 0.34% | 58 |
|
|
2024
Q2 | $1.19M | Hold |
15,361
| – | – | 0.31% | 61 |
|
|
2024
Q1 | $1.1M | Sell |
15,361
-188
| -1% | -$13.5K | 0.27% | 68 |
|
|
2023
Q4 | $1.09M | Sell |
15,549
-812
| -5% | -$56.9K | 0.29% | 66 |
|
|
2023
Q3 | $1.06M | Sell |
16,361
-341
| -2% | -$22.1K | 0.31% | 62 |
|
|
2023
Q2 | $1.17M | Sell |
16,702
-108
| -0.6% | -$7.59K | 0.31% | 63 |
|
|
2023
Q1 | $1.17M | Hold |
16,810
| – | – | 0.32% | 63 |
|
|
2022
Q4 | $1.2M | Sell |
16,810
-199
| -1% | -$14.2K | 0.34% | 61 |
|
|
2022
Q3 | $1.16M | Buy |
17,009
+340
| +2% | +$23.1K | 0.36% | 56 |
|
|
2022
Q2 | $1.19M | Buy |
16,669
+200
| +1% | +$14.3K | 0.36% | 57 |
|
|
2022
Q1 | $1.2M | Hold |
16,469
| – | – | 0.31% | 60 |
|
|
2021
Q4 | $1.13M | Hold |
16,469
| – | – | 0.28% | 64 |
|
|
2021
Q3 | $1.02M | Hold |
16,469
| – | – | 0.27% | 68 |
|
|
2021
Q2 | $996K | Sell |
16,469
-75
| -0.5% | -$4.54K | 0.27% | 68 |
|
|
2021
Q1 | $1.03M | Buy |
16,544
+2,000
| +14% | +$124K | 0.35% | 62 |
|
|
2020
Q4 | $893K | Buy |
14,544
+100
| +0.7% | +$6.14K | 0.33% | 61 |
|
|
2020
Q3 | $783K | Sell |
14,444
-500
| -3% | -$27.1K | 0.32% | 63 |
|
|
2020
Q2 | $774K | Sell |
14,944
-1,050
| -7% | -$54.4K | 0.35% | 60 |
|
|
2020
Q1 | $866K | Hold |
15,994
| – | – | 0.47% | 50 |
|
|
2019
Q4 | $1.02M | Buy |
15,994
+166
| +1% | +$10.6K | 0.43% | 52 |
|
|
2019
Q3 | $977K | Sell |
15,828
-2,160
| -12% | -$133K | 0.43% | 58 |
|
|
2019
Q2 | $994K | Buy |
17,988
+90
| +0.5% | +$4.97K | 0.44% | 53 |
|
|
2019
Q1 | $925K | Sell |
17,898
-2,130
| -11% | -$110K | 0.42% | 53 |
|
|
2018
Q4 | $879K | Buy |
+20,028
| New | +$879K | 0.44% | 49 |
|