Greenleaf 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 | $2.29M | Buy |
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|
2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $681K | Sell |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $548K | Sell |
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|
2020
Q4 | $554K | Buy |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $265K | Sell |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $45K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $200K | Sell |
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|
2013
Q2 | $248K | Buy |
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