HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.06K | Buy |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $239K | Hold |
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|
2017
Q1 | $248K | Hold |
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|
2016
Q4 | $246K | Hold |
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|
2016
Q3 | $257K | Hold |
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|
2016
Q2 | $268K | Hold |
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|
2016
Q1 | $259K | Hold |
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|
2015
Q4 | $234K | Hold |
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|
2015
Q3 | $224K | Hold |
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|
2015
Q2 | $210K | Hold |
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|
2015
Q1 | $221K | Hold |
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|
2014
Q4 | $246K | Buy |
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