Greenfield Savings Bank’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 | $219K | Sell |
2,381
-120
| -5% | -$11K | 0.1% | 140 |
|
|
2025
Q1 | $230K | Hold |
2,501
| – | – | 0.11% | 137 |
|
|
2024
Q4 | $206K | Hold |
2,501
| – | – | 0.1% | 146 |
|
|
2024
Q3 | $226K | Sell |
2,501
-573
| -19% | -$51.7K | 0.11% | 140 |
|
|
2024
Q2 | $238K | Buy |
3,074
+76
| +3% | +$5.9K | 0.12% | 132 |
|
|
2024
Q1 | $215K | Sell |
2,998
-537
| -15% | -$38.5K | 0.11% | 143 |
|
|
2023
Q4 | $248K | Sell |
3,535
-116
| -3% | -$8.13K | 0.14% | 124 |
|
|
2023
Q3 | $236K | Hold |
3,651
| – | – | 0.15% | 125 |
|
|
2023
Q2 | $256K | Buy |
3,651
+359
| +11% | +$25.2K | 0.17% | 112 |
|
|
2023
Q1 | $229K | Buy |
+3,292
| New | +$229K | 0.15% | 126 |
|