First National Bank & Trust Co of Newtown’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
Q2 | $481K | Hold |
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|
2025
Q1 | $481K | Hold |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $472K | Hold |
|
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|
2024
Q2 | $406K | Hold |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $377K | Hold |
|
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $386K | Hold |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $362K | Hold |
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|
2020
Q4 | $357K | Sell |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $439K | Hold |
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|
2019
Q3 | $426K | Hold |
|
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|
2019
Q2 | $381K | Sell |
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|
2019
Q1 | $370K | Hold |
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|
2018
Q4 | $315K | Hold |
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|
2018
Q3 | $313K | Hold |
|
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|
2018
Q2 | $332K | Hold |
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|
2018
Q1 | $320K | Hold |
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|
2017
Q4 | $345K | Hold |
|
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|
2017
Q3 | $353K | Hold |
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|
2017
Q2 | $343K | Hold |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $441K | Buy |
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|
2016
Q3 | $409K | Hold |
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|
2016
Q2 | $393K | Hold |
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|
2016
Q1 | $412K | Buy |
|
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|
2015
Q4 | $356K | Hold |
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|
2015
Q3 | $340K | Hold |
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|
2015
Q2 | $319K | Buy |
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|
2015
Q1 | $313K | Hold |
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|
2014
Q4 | $347K | Buy |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $273K | Hold |
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|
2014
Q1 | $277K | Sell |
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|
2013
Q4 | $272K | Buy |
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|
2013
Q3 | $262K | Hold |
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|
2013
Q2 | $281K | Buy |
|