Harbour Trust & Investment Management’s Southern Company SO Stock Holding History

Harbour Trust & Investment Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Sell
2025 Q4	$2.1M	Sell
2025 Q3	$2.29M	Sell
2025 Q2	$2.43M	Sell
2025 Q1	$2.44M	Sell
2024 Q4	$2.34M	Sell
2024 Q3	$2.68M	Sell
2024 Q2	$2.41M	Sell
2024 Q1	$2.48M	Sell
2023 Q4	$2.56M	Buy