Fiduciary 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 | $1.2M | Buy |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $656K | Buy |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $661K | Sell |
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|
2022
Q2 | $734K | Sell |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $773K | Hold |
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|
2021
Q3 | $698K | Sell |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $2.42M | Buy |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.06M | Hold |
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|
2019
Q1 | $990K | Hold |
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|
2018
Q4 | $841K | Sell |
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|
2018
Q3 | $844K | Hold |
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|
2018
Q2 | $897K | Sell |
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|
2018
Q1 | $881K | Buy |
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|
2017
Q4 | $914K | Sell |
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|
2017
Q3 | $934K | Sell |
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|
2017
Q2 | $919K | Buy |
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|
2017
Q1 | $947K | Buy |
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|
2016
Q4 | $908K | Sell |
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|
2016
Q3 | $958K | Sell |
|
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $996K | Sell |
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|
2015
Q4 | $919K | Buy |
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|
2015
Q3 | $875K | Sell |
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|
2015
Q2 | $828K | Sell |
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|
2015
Q1 | $891K | Sell |
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|
2014
Q4 | $1M | Sell |
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|
2014
Q3 | $912K | Hold |
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|
2014
Q2 | $948K | Hold |
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|
2014
Q1 | $918K | Buy |
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|
2013
Q4 | $750K | Buy |
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|
2013
Q3 | $713K | Sell |
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|
2013
Q2 | $839K | Buy |
|