First National 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 | $3.13M | Sell |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $3.02M | Sell |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $2.9M | Sell |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.45M | Sell |
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $3.58M | Sell |
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|
2022
Q3 | $3.45M | Buy |
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $3.47M | Buy |
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|
2021
Q3 | $3.1M | Sell |
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|
2021
Q2 | $3.06M | Sell |
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|
2021
Q1 | $3.18M | Sell |
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|
2020
Q4 | $3.16M | Sell |
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|
2020
Q3 | $2.83M | Sell |
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|
2020
Q2 | $2.73M | Sell |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $3.26M | Sell |
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|
2019
Q2 | $2.99M | Sell |
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|
2019
Q1 | $2.95M | Sell |
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|
2018
Q4 | $2.73M | Sell |
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|
2018
Q3 | $3.01M | Sell |
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|
2018
Q2 | $3.77M | Sell |
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|
2018
Q1 | $3.69M | Sell |
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|
2017
Q4 | $4.03M | Buy |
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|
2017
Q3 | $3.98M | Sell |
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|
2017
Q2 | $3.89M | Sell |
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|
2017
Q1 | $4.06M | Sell |
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|
2016
Q4 | $4.33M | Buy |
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|
2016
Q3 | $4.43M | Sell |
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|
2016
Q2 | $4.67M | Buy |
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|
2016
Q1 | $4.5M | Sell |
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|
2015
Q4 | $4.26M | Buy |
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|
2015
Q3 | $3.98M | Sell |
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|
2015
Q2 | $3.74M | Buy |
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|
2015
Q1 | $3.88M | Buy |
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|
2014
Q4 | $4.26M | Sell |
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|
2014
Q3 | $3.88M | Buy |
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|
2014
Q2 | $3.94M | Sell |
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|
2014
Q1 | $3.88M | Sell |
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|
2013
Q4 | $3.7M | Sell |
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|
2013
Q3 | $3.83M | Sell |
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|
2013
Q2 | $4.21M | Buy |
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