Greenleaf Trust’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 | $2.12M | Sell |
23,123
-6,728
| -23% | -$618K | 0.02% | 188 |
|
|
2025
Q1 | $2.74M | Buy |
29,851
+1,147
| +4% | +$105K | 0.03% | 158 |
|
|
2024
Q4 | $2.36M | Sell |
28,704
-1,442
| -5% | -$119K | 0.02% | 175 |
|
|
2024
Q3 | $2.72M | Buy |
30,146
+755
| +3% | +$68.1K | 0.02% | 153 |
|
|
2024
Q2 | $2.28M | Buy |
29,391
+1,928
| +7% | +$150K | 0.02% | 164 |
|
|
2024
Q1 | $1.97M | Sell |
27,463
-3,649
| -12% | -$262K | 0.02% | 184 |
|
|
2023
Q4 | $2.18M | Buy |
31,112
+2,747
| +10% | +$193K | 0.02% | 163 |
|
|
2023
Q3 | $1.84M | Sell |
28,365
-612
| -2% | -$39.6K | 0.02% | 170 |
|
|
2023
Q2 | $2.04M | Buy |
28,977
+2,119
| +8% | +$149K | 0.02% | 161 |
|
|
2023
Q1 | $1.87M | Buy |
26,858
+2,706
| +11% | +$188K | 0.02% | 169 |
|
|
2022
Q4 | $1.73M | Buy |
24,152
+1,102
| +5% | +$78.7K | 0.02% | 175 |
|
|
2022
Q3 | $1.57M | Buy |
23,050
+7,165
| +45% | +$487K | 0.02% | 174 |
|
|
2022
Q2 | $1.13M | Buy |
15,885
+5,145
| +48% | +$367K | 0.02% | 218 |
|
|
2022
Q1 | $779K | Buy |
10,740
+804
| +8% | +$58.3K | 0.01% | 300 |
|
|
2021
Q4 | $681K | Sell |
9,936
-443
| -4% | -$30.4K | 0.01% | 333 |
|
|
2021
Q3 | $643K | Buy |
10,379
+778
| +8% | +$48.2K | 0.01% | 330 |
|
|
2021
Q2 | $581K | Buy |
9,601
+781
| +9% | +$47.3K | 0.01% | 359 |
|
|
2021
Q1 | $548K | Sell |
8,820
-203
| -2% | -$12.6K | 0.01% | 351 |
|
|
2020
Q4 | $554K | Buy |
9,023
+2,740
| +44% | +$168K | 0.01% | 308 |
|
|
2020
Q3 | $341K | Buy |
6,283
+45
| +0.7% | +$2.44K | 0.01% | 380 |
|
|
2020
Q2 | $323K | Buy |
6,238
+527
| +9% | +$27.3K | 0.01% | 382 |
|
|
2020
Q1 | $309K | Sell |
5,711
-20
| -0.3% | -$1.08K | 0.01% | 332 |
|
|
2019
Q4 | $365K | Buy |
5,731
+273
| +5% | +$17.4K | 0.01% | 364 |
|
|
2019
Q3 | $337K | Buy |
5,458
+373
| +7% | +$23K | 0.01% | 376 |
|
|
2019
Q2 | $281K | Buy |
5,085
+1,100
| +28% | +$60.8K | ﹤0.01% | 421 |
|
|
2019
Q1 | $206K | Buy |
+3,985
| New | +$206K | ﹤0.01% | 494 |
|
|
2018
Q4 | – | Sell |
-6,078
| Closed | -$265K | – | 546 |
|
|
2018
Q3 | $265K | Sell |
6,078
-1,399
| -19% | -$61K | ﹤0.01% | 429 |
|
|
2018
Q2 | $346K | Buy |
+7,477
| New | +$346K | 0.01% | 343 |
|
|
2018
Q1 | – | Sell |
-922
| Closed | -$44K | – | 641 |
|
|
2017
Q4 | $44K | Hold |
922
| – | – | ﹤0.01% | 490 |
|
|
2017
Q3 | $45K | Buy |
+922
| New | +$45K | ﹤0.01% | 451 |
|
|
2013
Q4 | – | Sell |
-4,863
| Closed | -$200K | – | 165 |
|
|
2013
Q3 | $200K | Sell |
4,863
-766
| -14% | -$31.5K | 0.01% | 148 |
|
|
2013
Q2 | $248K | Buy |
+5,629
| New | +$248K | 0.01% | 140 |
|