First American 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 | $288K | Sell |
3,141
-377
| -11% | -$34.6K | 0.02% | 199 |
|
|
2025
Q1 | $323K | Sell |
3,518
-351
| -9% | -$32.3K | 0.03% | 186 |
|
|
2024
Q4 | $319K | Buy |
+3,869
| New | +$319K | 0.03% | 183 |
|
|
2020
Q1 | – | Sell |
-16,260
| Closed | -$1.04M | – | 135 |
|
|
2019
Q4 | $1.04M | Hold |
16,260
| – | – | 0.2% | 78 |
|
|
2019
Q3 | $1M | Buy |
+16,260
| New | +$1M | 0.2% | 75 |
|