First Citizens Financial Corp’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 | $326K | Sell |
3,555
-37
| -1% | -$3.4K | 0.18% | 101 |
|
|
2025
Q1 | $330K | Hold |
3,592
| – | – | 0.19% | 92 |
|
|
2024
Q4 | $296K | Buy |
3,592
+100
| +3% | +$8.23K | 0.16% | 93 |
|
|
2024
Q3 | $315K | Sell |
3,492
-35
| -1% | -$3.16K | 0.17% | 89 |
|
|
2024
Q2 | $274K | Sell |
3,527
-230
| -6% | -$17.8K | 0.16% | 92 |
|
|
2024
Q1 | $270K | Hold |
3,757
| – | – | 0.16% | 96 |
|
|
2023
Q4 | $263K | Sell |
3,757
-125
| -3% | -$8.77K | 0.17% | 94 |
|
|
2023
Q3 | $251K | Buy |
+3,882
| New | +$251K | 0.18% | 95 |
|
|
2022
Q3 | – | Sell |
-2,857
| Closed | -$204K | – | 102 |
|
|
2022
Q2 | $204K | Buy |
+2,857
| New | +$204K | 0.18% | 94 |
|
|
2020
Q1 | – | Sell |
-3,143
| Closed | -$200K | – | 94 |
|
|
2019
Q4 | $200K | Buy |
+3,143
| New | +$200K | 0.2% | 93 |
|