First Bankers 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 | $542K | Buy |
5,902
+290
| +5% | +$26.6K | 0.2% | 94 |
|
|
2025
Q1 | $516K | Buy |
5,612
+950
| +20% | +$87.4K | 0.2% | 99 |
|
|
2024
Q4 | $384K | Buy |
+4,662
| New | +$384K | 0.15% | 103 |
|
|
2020
Q3 | – | Sell |
-5,005
| Closed | -$260K | – | 120 |
|
|
2020
Q2 | $260K | Sell |
5,005
-498
| -9% | -$25.9K | 0.12% | 109 |
|
|
2020
Q1 | $298K | Buy |
5,503
+300
| +6% | +$16.2K | 0.15% | 99 |
|
|
2019
Q4 | $331K | Sell |
5,203
-380
| -7% | -$24.2K | 0.14% | 102 |
|
|
2019
Q3 | $345K | Buy |
5,583
+198
| +4% | +$12.2K | 0.16% | 104 |
|
|
2019
Q2 | $298K | Sell |
5,385
-76
| -1% | -$4.21K | 0.14% | 110 |
|
|
2019
Q1 | $282K | Sell |
5,461
-5,309
| -49% | -$274K | 0.13% | 115 |
|
|
2018
Q4 | $473K | Buy |
10,770
+5,205
| +94% | +$229K | 0.12% | 118 |
|
|
2018
Q3 | $243K | Hold |
5,565
| – | – | 0.12% | 124 |
|
|
2018
Q2 | $258K | Buy |
5,565
+506
| +10% | +$23.5K | 0.13% | 116 |
|
|
2018
Q1 | $226K | Buy |
5,059
+480
| +10% | +$21.4K | 0.12% | 116 |
|
|
2017
Q4 | $220K | Buy |
4,579
+100
| +2% | +$4.81K | 0.11% | 119 |
|
|
2017
Q3 | $220K | Sell |
4,479
-337
| -7% | -$16.6K | 0.11% | 117 |
|
|
2017
Q2 | $231K | Hold |
4,816
| – | – | 0.12% | 114 |
|
|
2017
Q1 | $240K | Hold |
4,816
| – | – | 0.13% | 113 |
|
|
2016
Q4 | $237K | Sell |
4,816
-37
| -0.8% | -$1.82K | 0.13% | 118 |
|
|
2016
Q3 | $249K | Sell |
4,853
-100
| -2% | -$5.13K | 0.14% | 110 |
|
|
2016
Q2 | $266K | Sell |
4,953
-425
| -8% | -$22.8K | 0.15% | 104 |
|
|
2016
Q1 | $278K | Hold |
5,378
| – | – | 0.12% | 119 |
|
|
2015
Q4 | $252K | Hold |
5,378
| – | – | 0.11% | 122 |
|
|
2015
Q3 | $240K | Hold |
5,378
| – | – | 0.11% | 121 |
|
|
2015
Q2 | $225K | Hold |
5,378
| – | – | 0.1% | 136 |
|
|
2015
Q1 | $238K | Hold |
5,378
| – | – | 0.1% | 132 |
|
|
2014
Q4 | $264K | Buy |
5,378
+479
| +10% | +$23.5K | 0.11% | 127 |
|
|
2014
Q3 | $214K | Hold |
4,899
| – | – | 0.09% | 135 |
|
|
2014
Q2 | $222K | Buy |
+4,899
| New | +$222K | 0.1% | 136 |
|