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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.26M | Sell |
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|
2025
Q2 | $4.52M | Sell |
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|
2025
Q1 | $5.38M | Buy |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $5.19M | Sell |
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|
2024
Q2 | $4.78M | Sell |
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|
2024
Q1 | $4.46M | Buy |
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|
2023
Q4 | $3.86M | Buy |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $2.98M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $374K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $261K | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $249K | Sell |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $923K | Sell |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.18M | Sell |
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|
2016
Q1 | $1.34M | Sell |
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|
2015
Q4 | $1.52M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3.4M | Buy |
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|
2013
Q2 | $3.54M | Buy |
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