Heartland Bank & 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
Q2
$215K Sell
2025
Q1
$312K Sell
2024
Q4
$319K Sell
2024
Q3
$351K Buy
2024
Q2
$301K Hold
2024
Q1
$278K Hold
2023
Q4
$272K Buy