First Citizens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.91M | Buy |
51,279
+6,568
| +15% | +$618K | 0.07% | 131 |
|
|
2026
Q1 | $4.32M | Buy |
44,711
+2,239
| +5% | +$207K | 0.09% | 129 |
|
|
2025
Q4 | $3.7M | Sell |
42,472
-2,446
| -5% | -$223K | 0.08% | 143 |
|
|
2025
Q3 | $4.26M | Sell |
44,918
-4,282
| -9% | -$400K | 0.09% | 124 |
|
|
2025
Q2 | $4.52M | Sell |
49,200
-9,292
| -16% | -$835K | 0.08% | 121 |
|
|
2025
Q1 | $5.38M | Buy |
58,492
+2,371
| +4% | +$205K | 0.14% | 101 |
|
|
2024
Q4 | $4.62M | Sell |
56,121
-1,427
| -2% | -$125K | 0.08% | 110 |
|
|
2024
Q3 | $5.19M | Sell |
57,548
-4,059
| -7% | -$347K | 0.11% | 110 |
|
|
2024
Q2 | $4.78M | Sell |
61,607
-572
| -0.9% | -$43.3K | 0.09% | 107 |
|
|
2024
Q1 | $4.46M | Buy |
62,179
+7,151
| +13% | +$494K | 0.09% | 119 |
|
|
2023
Q4 | $3.86M | Buy |
55,028
+11,529
| +27% | +$792K | 0.07% | 110 |
|
|
2023
Q3 | $2.82M | Sell |
43,499
-6,818
| -14% | -$473K | 0.05% | 126 |
|
|
2023
Q2 | $3.53M | Buy |
50,317
+7,437
| +17% | +$533K | 0.07% | 115 |
|
|
2023
Q1 | $2.98M | Buy |
42,880
+8,037
| +23% | +$541K | 0.06% | 121 |
|
|
2022
Q4 | $2.49M | Buy |
34,843
+28,574
| +456% | +$1.91M | 0.08% | 116 |
|
|
2022
Q3 | $426K | Sell |
6,269
-1,460
| -19% | -$111K | 0.01% | 226 |
|
|
2022
Q2 | $551K | Buy |
7,729
+1,458
| +23% | +$107K | 0.02% | 209 |
|
|
2022
Q1 | $455K | Buy |
6,271
+806
| +15% | +$54.6K | 0.02% | 233 |
|
|
2021
Q4 | $374K | Buy |
5,465
+13
| +0.2% | +$829 | 0.01% | 263 |
|
|
2021
Q3 | $338K | Buy |
+5,452
| New | +$351K | 0.02% | 265 |
|
|
2021
Q2 | – | Sell |
-3,508
| Closed | -$218K | – | 428 |
|
|
2021
Q1 | $218K | Buy |
+3,508
| New | +$210K | 0.01% | 368 |
|
|
2020
Q2 | – | Sell |
-4,092
| Closed | -$222K | – | 411 |
|
|
2020
Q1 | $222K | Buy |
4,092
+2
| +0% | +$127 | 0.03% | 268 |
|
|
2019
Q4 | $261K | Sell |
4,090
-58
| -1% | -$3.59K | 0.03% | 279 |
|
|
2019
Q3 | $256K | Buy |
4,148
+294
| +8% | +$17K | 0.03% | 286 |
|
|
2019
Q2 | $213K | Sell |
3,854
-237
| -6% | -$12.7K | 0.02% | 401 |
|
|
2019
Q1 | $212K | Buy |
+4,091
| New | +$201K | 0.02% | 388 |
|
|
2017
Q3 | – | Sell |
-5,194
| Closed | -$249K | – | 451 |
|
|
2017
Q2 | $249K | Sell |
5,194
-227
| -4% | -$11.4K | 0.03% | 380 |
|
|
2017
Q1 | $269K | Sell |
5,421
-13,338
| -71% | -$659K | 0.03% | 393 |
|
|
2016
Q4 | $923K | Sell |
18,759
-2,642
| -12% | -$130K | 0.1% | 162 |
|
|
2016
Q3 | $1.1M | Sell |
21,401
-651
| -3% | -$34.3K | 0.1% | 158 |
|
|
2016
Q2 | $1.18M | Sell |
22,052
-3,863
| -15% | -$194K | 0.11% | 154 |
|
|
2016
Q1 | $1.34M | Sell |
25,915
-6,605
| -20% | -$322K | 0.11% | 133 |
|
|
2015
Q4 | $1.52M | Buy |
+32,520
| New | +$1.47M | 0.11% | 134 |
|
|
2013
Q4 | – | Sell |
-82,480
| Closed | -$3.4M | – | 728 |
|
|
2013
Q3 | $3.4M | Buy |
82,480
+2,346
| +3% | +$101K | 0.13% | 168 |
|
|
2013
Q2 | $3.54M | Buy |
+80,134
| New | +$3.68M | 0.15% | 158 |
|
Other funds holding SO
CIM
ORIO
CNB
CAMG
P
BCM
QCM
DC