Glenview 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 | $13.3M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $818K | Buy |
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|
2022
Q3 | $622K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $452K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $374K | Buy |
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|
2018
Q3 | $258K | Buy |
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|
2018
Q2 | $273K | Sell |
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|
2018
Q1 | $269K | Sell |
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|
2017
Q4 | $325K | Sell |
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|
2017
Q3 | $336K | Hold |
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|
2017
Q2 | $327K | Sell |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $407K | Buy |
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|
2015
Q4 | $382K | Buy |
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|
2014
Q4 | $349K | Buy |
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|
2013
Q4 | $279K | Buy |
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