Hills 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
$1.06M Hold
11,579
0.07% 145
2025
Q1
$1.06M Hold
11,579
0.07% 136
2024
Q4
$953K Hold
11,579
0.07% 140
2024
Q3
$1.04M Sell
11,579
-5,649
-33% -$509K 0.08% 139
2024
Q2
$1.34M Hold
17,228
0.11% 117
2024
Q1
$1.24M Buy
17,228
+576
+3% +$41.3K 0.1% 122
2023
Q4
$1.17M Hold
16,652
0.11% 115
2023
Q3
$1.08M Hold
16,652
0.13% 110
2023
Q2
$1.17M Sell
16,652
-175
-1% -$12.3K 0.15% 100
2023
Q1
$1.17M Hold
16,827
0.16% 92
2022
Q4
$1.2M Hold
16,827
0.18% 92
2022
Q3
$1.14M Hold
16,827
0.17% 88
2022
Q2
$1.2M Sell
16,827
-50
-0.3% -$3.57K 0.2% 91
2022
Q1
$1.22M Buy
16,877
+50
+0.3% +$3.63K 0.17% 96
2021
Q4
$1.15M Hold
16,827
0.16% 102
2021
Q3
$1.04M Hold
16,827
0.16% 102
2021
Q2
$1.02M Hold
16,827
0.15% 103
2021
Q1
$1.05M Hold
16,827
0.17% 99
2020
Q4
$1.03M Sell
16,827
-175
-1% -$10.7K 0.18% 96
2020
Q3
$922K Buy
17,002
+3,000
+21% +$163K 0.18% 95
2020
Q2
$726K Buy
14,002
+8,073
+136% +$419K 0.15% 103
2020
Q1
$321K Hold
5,929
0.09% 113
2019
Q4
$378K Hold
5,929
0.09% 118
2019
Q3
$366K Hold
5,929
0.09% 117
2019
Q2
$328K Sell
5,929
-25
-0.4% -$1.38K 0.08% 129
2019
Q1
$308K Hold
5,954
0.08% 131
2018
Q4
$262K Sell
5,954
-65
-1% -$2.86K 0.08% 126
2018
Q3
$262K Buy
+6,019
New +$262K 0.07% 127