Fiduciary Trust’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 | $865K | Buy |
9,421
+1,460
| +18% | +$134K | 0.01% | 429 |
|
|
2025
Q1 | $732K | Sell |
7,961
-7
| -0.1% | -$644 | 0.01% | 459 |
|
|
2024
Q4 | $656K | Buy |
7,968
+400
| +5% | +$32.9K | 0.01% | 439 |
|
|
2024
Q3 | $682K | Buy |
7,568
+289
| +4% | +$26.1K | 0.01% | 432 |
|
|
2024
Q2 | $565K | Sell |
7,279
-133
| -2% | -$10.3K | 0.01% | 431 |
|
|
2024
Q1 | $532K | Buy |
7,412
+1,865
| +34% | +$134K | 0.01% | 449 |
|
|
2023
Q4 | $389K | Sell |
5,547
-2,507
| -31% | -$176K | 0.01% | 495 |
|
|
2023
Q3 | $521K | Sell |
8,054
-751
| -9% | -$48.6K | 0.01% | 426 |
|
|
2023
Q2 | $619K | Sell |
8,805
-229
| -3% | -$16.1K | 0.01% | 406 |
|
|
2023
Q1 | $629K | Sell |
9,034
-609
| -6% | -$42.4K | 0.01% | 400 |
|
|
2022
Q4 | $689K | Sell |
9,643
-74
| -0.8% | -$5.28K | 0.01% | 402 |
|
|
2022
Q3 | $661K | Sell |
9,717
-576
| -6% | -$39.2K | 0.01% | 396 |
|
|
2022
Q2 | $734K | Sell |
10,293
-500
| -5% | -$35.7K | 0.02% | 381 |
|
|
2022
Q1 | $782K | Sell |
10,793
-480
| -4% | -$34.8K | 0.01% | 393 |
|
|
2021
Q4 | $773K | Hold |
11,273
| – | – | 0.01% | 390 |
|
|
2021
Q3 | $698K | Sell |
11,273
-500
| -4% | -$31K | 0.01% | 405 |
|
|
2021
Q2 | $712K | Sell |
11,773
-7,759
| -40% | -$469K | 0.01% | 398 |
|
|
2021
Q1 | $1.21M | Sell |
19,532
-19,920
| -50% | -$1.24M | 0.02% | 303 |
|
|
2020
Q4 | $2.42M | Buy |
39,452
+19,409
| +97% | +$1.19M | 0.05% | 216 |
|
|
2020
Q3 | $1.09M | Sell |
20,043
-41
| -0.2% | -$2.22K | 0.03% | 279 |
|
|
2020
Q2 | $1.04M | Sell |
20,084
-48
| -0.2% | -$2.49K | 0.03% | 269 |
|
|
2020
Q1 | $1.09M | Buy |
20,132
+980
| +5% | +$53.1K | 0.03% | 249 |
|
|
2019
Q4 | $1.22M | Sell |
19,152
-1,044
| -5% | -$66.5K | 0.03% | 258 |
|
|
2019
Q3 | $1.25M | Buy |
20,196
+1,044
| +5% | +$64.5K | 0.03% | 251 |
|
|
2019
Q2 | $1.06M | Hold |
19,152
| – | – | 0.03% | 255 |
|
|
2019
Q1 | $990K | Hold |
19,152
| – | – | 0.03% | 258 |
|
|
2018
Q4 | $841K | Sell |
19,152
-213
| -1% | -$9.35K | 0.03% | 251 |
|
|
2018
Q3 | $844K | Hold |
19,365
| – | – | 0.02% | 278 |
|
|
2018
Q2 | $897K | Sell |
19,365
-359
| -2% | -$16.6K | 0.03% | 258 |
|
|
2018
Q1 | $881K | Buy |
19,724
+736
| +4% | +$32.9K | 0.03% | 264 |
|
|
2017
Q4 | $914K | Sell |
18,988
-23
| -0.1% | -$1.11K | 0.03% | 256 |
|
|
2017
Q3 | $934K | Sell |
19,011
-180
| -0.9% | -$8.84K | 0.03% | 253 |
|
|
2017
Q2 | $919K | Buy |
19,191
+168
| +0.9% | +$8.05K | 0.03% | 259 |
|
|
2017
Q1 | $947K | Buy |
19,023
+578
| +3% | +$28.8K | 0.03% | 259 |
|
|
2016
Q4 | $908K | Sell |
18,445
-230
| -1% | -$11.3K | 0.03% | 265 |
|
|
2016
Q3 | $958K | Sell |
18,675
-600
| -3% | -$30.8K | 0.03% | 260 |
|
|
2016
Q2 | $1.03M | Buy |
19,275
+17
| +0.1% | +$912 | 0.04% | 254 |
|
|
2016
Q1 | $996K | Sell |
19,258
-387
| -2% | -$20K | 0.04% | 256 |
|
|
2015
Q4 | $919K | Buy |
19,645
+82
| +0.4% | +$3.84K | 0.04% | 240 |
|
|
2015
Q3 | $875K | Sell |
19,563
-190
| -1% | -$8.5K | 0.04% | 228 |
|
|
2015
Q2 | $828K | Sell |
19,753
-375
| -2% | -$15.7K | 0.03% | 228 |
|
|
2015
Q1 | $891K | Sell |
20,128
-260
| -1% | -$11.5K | 0.04% | 217 |
|
|
2014
Q4 | $1M | Sell |
20,388
-500
| -2% | -$24.5K | 0.04% | 208 |
|
|
2014
Q3 | $912K | Hold |
20,888
| – | – | 0.04% | 193 |
|
|
2014
Q2 | $948K | Hold |
20,888
| – | – | 0.04% | 195 |
|
|
2014
Q1 | $918K | Buy |
20,888
+2,650
| +15% | +$116K | 0.04% | 190 |
|
|
2013
Q4 | $750K | Buy |
18,238
+929
| +5% | +$38.2K | 0.03% | 198 |
|
|
2013
Q3 | $713K | Sell |
17,309
-1,700
| -9% | -$70K | 0.03% | 194 |
|
|
2013
Q2 | $839K | Buy |
+19,009
| New | +$839K | 0.04% | 182 |
|