Haverford Trust Company’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
Q2 | $928K | Sell |
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|
2025
Q1 | $931K | Buy |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $496K | Buy |
|
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $801K | Sell |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $952K | Buy |
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|
2021
Q4 | $718K | Sell |
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|
2021
Q3 | $692K | Buy |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $473K | Buy |
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|
2020
Q4 | $446K | Sell |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $518K | Sell |
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|
2019
Q4 | $619K | Buy |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $509K | Buy |
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|
2019
Q1 | $437K | Sell |
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|
2018
Q4 | $378K | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $550K | Buy |
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|
2017
Q4 | $558K | Buy |
|
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|
2017
Q3 | $505K | Buy |
|
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|
2017
Q2 | $488K | Buy |
|
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|
2017
Q1 | $425K | Sell |
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|
2016
Q4 | $422K | Buy |
|
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|
2016
Q3 | $429K | Buy |
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|
2016
Q2 | $429K | Buy |
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|
2016
Q1 | $400K | Sell |
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|
2015
Q4 | $376K | Sell |
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|
2015
Q3 | $687K | Buy |
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|
2015
Q2 | $506K | Hold |
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|
2015
Q1 | $535K | Buy |
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|
2014
Q4 | $500K | Hold |
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|
2014
Q3 | $444K | Buy |
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|
2014
Q2 | $389K | Sell |
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|
2014
Q1 | $400K | Sell |
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|
2013
Q4 | $495K | Hold |
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|
2013
Q3 | $495K | Sell |
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|
2013
Q2 | $540K | Buy |
|