Heartland Bank & 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 | $215K | Sell |
2,340
-1,057
| -31% | -$97.1K | 0.1% | 162 |
|
|
2025
Q1 | $312K | Sell |
3,397
-483
| -12% | -$44.4K | 0.16% | 132 |
|
|
2024
Q4 | $319K | Sell |
3,880
-15
| -0.4% | -$1.24K | 0.17% | 113 |
|
|
2024
Q3 | $351K | Buy |
3,895
+15
| +0.4% | +$1.35K | 0.19% | 116 |
|
|
2024
Q2 | $301K | Hold |
3,880
| – | – | 0.17% | 122 |
|
|
2024
Q1 | $278K | Hold |
3,880
| – | – | 0.16% | 127 |
|
|
2023
Q4 | $272K | Buy |
+3,880
| New | +$272K | 0.19% | 113 |
|