FineMark National Bank & 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 | $605K | Buy |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $638K | Buy |
|
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q2 | $642K | Buy |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $728K | Sell |
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|
2021
Q2 | $940K | Buy |
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|
2021
Q1 | $868K | Buy |
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|
2020
Q4 | $842K | Sell |
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|
2020
Q3 | $756K | Buy |
|
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|
2020
Q2 | $720K | Buy |
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|
2020
Q1 | $665K | Buy |
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|
2019
Q4 | $749K | Buy |
|
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|
2019
Q3 | $638K | Buy |
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|
2019
Q2 | $555K | Buy |
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|
2019
Q1 | $503K | Sell |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $622K | Buy |
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|
2018
Q1 | $577K | Sell |
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|
2017
Q4 | $731K | Buy |
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|
2017
Q3 | $729K | Buy |
|
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|
2017
Q2 | $671K | Sell |
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|
2017
Q1 | $879K | Buy |
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|
2016
Q4 | $854K | Buy |
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|
2016
Q3 | $706K | Sell |
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|
2016
Q2 | $830K | Buy |
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|
2016
Q1 | $681K | Buy |
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|
2015
Q4 | $593K | Buy |
|
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|
2015
Q3 | $560K | Buy |
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|
2015
Q2 | $471K | Sell |
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|
2015
Q1 | $530K | Sell |
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|
2014
Q4 | $686K | Sell |
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|
2014
Q3 | $928K | Buy |
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|
2014
Q2 | $797K | Sell |
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|
2014
Q1 | $813K | Buy |
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|
2013
Q4 | $759K | Sell |
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|
2013
Q3 | $907K | Sell |
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|
2013
Q2 | $1.43M | Buy |
|