FTC
Farmers Trust Company’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
66,560
+17,286
| +35% | +$1.59M | 1.14% | 30 |
|
|
2025
Q1 | $4.53M | Buy |
49,274
+891
| +2% | +$81.9K | 0.85% | 43 |
|
|
2024
Q4 | $3.98M | Buy |
48,383
+11,605
| +32% | +$955K | 0.74% | 47 |
|
|
2024
Q3 | $3.32M | Buy |
36,778
+25,843
| +236% | +$2.33M | 0.62% | 56 |
|
|
2024
Q2 | $848K | Hold |
10,935
| – | – | 0.17% | 86 |
|
|
2024
Q1 | $784K | Hold |
10,935
| – | – | 0.16% | 92 |
|
|
2023
Q4 | $767K | Sell |
10,935
-110
| -1% | -$7.71K | 0.16% | 87 |
|
|
2023
Q3 | $715K | Hold |
11,045
| – | – | 0.17% | 85 |
|
|
2023
Q2 | $776K | Sell |
11,045
-106
| -1% | -$7.45K | 0.17% | 89 |
|
|
2023
Q1 | $776K | Sell |
11,151
-22
| -0.2% | -$1.53K | 0.17% | 87 |
|
|
2022
Q4 | $798K | Hold |
11,173
| – | – | 0.18% | 86 |
|
|
2022
Q3 | $760K | Sell |
11,173
-44
| -0.4% | -$2.99K | 0.19% | 84 |
|
|
2022
Q2 | $800K | Hold |
11,217
| – | – | 0.19% | 84 |
|
|
2022
Q1 | $813K | Sell |
11,217
-253
| -2% | -$18.3K | 0.17% | 88 |
|
|
2021
Q4 | $787K | Buy |
11,470
+213
| +2% | +$14.6K | 0.16% | 95 |
|
|
2021
Q3 | $695K | Hold |
11,257
| – | – | 0.15% | 97 |
|
|
2021
Q2 | $681K | Hold |
11,257
| – | – | 0.15% | 95 |
|
|
2021
Q1 | $700K | Sell |
11,257
-100
| -0.9% | -$6.22K | 0.16% | 91 |
|
|
2020
Q4 | $698K | Buy |
11,357
+22
| +0.2% | +$1.35K | 0.17% | 88 |
|
|
2020
Q3 | $615K | Sell |
11,335
-550
| -5% | -$29.8K | 0.17% | 88 |
|
|
2020
Q2 | $616K | Sell |
11,885
-195
| -2% | -$10.1K | 0.18% | 89 |
|
|
2020
Q1 | $654K | Sell |
12,080
-250
| -2% | -$13.5K | 0.22% | 82 |
|
|
2019
Q4 | $785K | Sell |
12,330
-2,080
| -14% | -$132K | 0.21% | 88 |
|
|
2019
Q3 | $890K | Buy |
14,410
+172
| +1% | +$10.6K | 0.25% | 82 |
|
|
2019
Q2 | $787K | Buy |
14,238
+400
| +3% | +$22.1K | 0.22% | 87 |
|
|
2019
Q1 | $715K | Buy |
13,838
+900
| +7% | +$46.5K | 0.2% | 95 |
|
|
2018
Q4 | $568K | Buy |
12,938
+300
| +2% | +$13.2K | 0.18% | 103 |
|
|
2018
Q3 | $551K | Sell |
12,638
-92
| -0.7% | -$4.01K | 0.16% | 109 |
|
|
2018
Q2 | $589K | Sell |
12,730
-300
| -2% | -$13.9K | 0.18% | 103 |
|
|
2018
Q1 | $582K | Hold |
13,030
| – | – | 0.18% | 100 |
|
|
2017
Q4 | $627K | Buy |
13,030
+300
| +2% | +$14.4K | 0.19% | 103 |
|
|
2017
Q3 | $625K | Sell |
12,730
-1,067
| -8% | -$52.4K | 0.21% | 84 |
|
|
2017
Q2 | $660K | Sell |
13,797
-250
| -2% | -$12K | 0.23% | 79 |
|
|
2017
Q1 | $699K | Sell |
14,047
-5,968
| -30% | -$297K | 0.25% | 79 |
|
|
2016
Q4 | $985K | Sell |
20,015
-432
| -2% | -$21.3K | 0.34% | 68 |
|
|
2016
Q3 | $1.05M | Buy |
20,447
+1,014
| +5% | +$52K | 0.36% | 68 |
|
|
2016
Q2 | $1.04M | Buy |
19,433
+1,251
| +7% | +$67.1K | 0.34% | 72 |
|
|
2016
Q1 | $941K | Buy |
18,182
+3,310
| +22% | +$171K | 0.3% | 76 |
|
|
2015
Q4 | $696K | Hold |
14,872
| – | – | 0.23% | 89 |
|
|
2015
Q3 | $665K | Hold |
14,872
| – | – | 0.24% | 89 |
|
|
2015
Q2 | $623K | Sell |
14,872
-25
| -0.2% | -$1.05K | 0.21% | 94 |
|
|
2015
Q1 | $659K | Buy |
14,897
+14,882
| +99,213% | +$658K | 0.22% | 92 |
|
|
2014
Q4 | $781 | Sell |
15
-15,982
| -100% | -$832K | 0.26% | 87 |
|
|
2014
Q3 | $698K | Hold |
15,997
| – | – | 0.24% | 88 |
|
|
2014
Q2 | $726K | Sell |
15,997
-498
| -3% | -$22.6K | 0.25% | 88 |
|
|
2014
Q1 | $725K | Sell |
16,495
-25
| -0.2% | -$1.1K | 0.25% | 84 |
|
|
2013
Q4 | $679K | Sell |
16,520
-904
| -5% | -$37.2K | 0.24% | 83 |
|
|
2013
Q3 | $718K | Hold |
17,424
| – | – | 0.27% | 77 |
|
|
2013
Q2 | $769K | Buy |
+17,424
| New | +$769K | 0.3% | 74 |
|