Home Federal Bank of Tennessee’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 | $908K | Hold |
9,890
| – | – | 0.26% | 45 |
|
|
2025
Q1 | $909K | Sell |
9,890
-100
| -1% | -$9.2K | 0.27% | 46 |
|
|
2024
Q4 | $822K | Hold |
9,990
| – | – | 0.24% | 46 |
|
|
2024
Q3 | $901K | Buy |
9,990
+1,000
| +11% | +$90.2K | 0.26% | 49 |
|
|
2024
Q2 | $697K | Buy |
8,990
+100
| +1% | +$7.76K | 0.21% | 54 |
|
|
2024
Q1 | $638K | Sell |
8,890
-50
| -0.6% | -$3.59K | 0.2% | 53 |
|
|
2023
Q4 | $627K | Buy |
8,940
+216
| +2% | +$15.1K | 0.21% | 53 |
|
|
2023
Q3 | $565K | Buy |
8,724
+431
| +5% | +$27.9K | 0.21% | 54 |
|
|
2023
Q2 | $583K | Sell |
8,293
-697
| -8% | -$49K | 0.21% | 51 |
|
|
2023
Q1 | $626K | Sell |
8,990
-250
| -3% | -$17.4K | 0.23% | 51 |
|
|
2022
Q4 | $660K | Hold |
9,240
| – | – | 0.25% | 50 |
|
|
2022
Q3 | $628K | Sell |
9,240
-35
| -0.4% | -$2.38K | 0.26% | 48 |
|
|
2022
Q2 | $662K | Buy |
9,275
+350
| +4% | +$25K | 0.26% | 47 |
|
|
2022
Q1 | $648K | Sell |
8,925
-1,222
| -12% | -$88.7K | 0.22% | 51 |
|
|
2021
Q4 | $696K | Buy |
10,147
+350
| +4% | +$24K | 0.23% | 49 |
|
|
2021
Q3 | $607K | Sell |
9,797
-889
| -8% | -$55.1K | 0.22% | 50 |
|
|
2021
Q2 | $647K | Sell |
10,686
-850
| -7% | -$51.5K | 0.23% | 50 |
|
|
2021
Q1 | $717K | Sell |
11,536
-2,656
| -19% | -$165K | 0.27% | 49 |
|
|
2020
Q4 | $872K | Sell |
14,192
-150
| -1% | -$9.22K | 0.35% | 43 |
|
|
2020
Q3 | $778K | Hold |
14,342
| – | – | 0.34% | 41 |
|
|
2020
Q2 | $744K | Hold |
14,342
| – | – | 0.35% | 42 |
|
|
2020
Q1 | $776K | Hold |
14,342
| – | – | 0.42% | 40 |
|
|
2019
Q4 | $914K | Buy |
14,342
+100
| +0.7% | +$6.37K | 0.38% | 45 |
|
|
2019
Q3 | $879K | Hold |
14,242
| – | – | 0.39% | 45 |
|
|
2019
Q2 | $787K | Hold |
14,242
| – | – | 0.36% | 47 |
|
|
2019
Q1 | $736K | Buy |
14,242
+200
| +1% | +$10.3K | 0.35% | 48 |
|
|
2018
Q4 | $616K | Buy |
14,042
+53
| +0.4% | +$2.33K | 0.32% | 49 |
|
|
2018
Q3 | $610K | Sell |
13,989
-40
| -0.3% | -$1.74K | 0.28% | 51 |
|
|
2018
Q2 | $650K | Sell |
14,029
-1,200
| -8% | -$55.6K | 0.32% | 51 |
|
|
2018
Q1 | $680K | Sell |
15,229
-1,300
| -8% | -$58K | 0.35% | 46 |
|
|
2017
Q4 | $795K | Sell |
16,529
-6,100
| -27% | -$293K | 0.39% | 45 |
|
|
2017
Q3 | $1.11M | Sell |
22,629
-150
| -0.7% | -$7.37K | 0.57% | 37 |
|
|
2017
Q2 | $1.09M | Buy |
22,779
+95
| +0.4% | +$4.55K | 0.58% | 36 |
|
|
2017
Q1 | $1.13M | Sell |
22,684
-200
| -0.9% | -$9.95K | 0.61% | 35 |
|
|
2016
Q4 | $1.13M | Sell |
22,884
-540
| -2% | -$26.6K | 0.64% | 35 |
|
|
2016
Q3 | $1.2M | Sell |
23,424
-200
| -0.8% | -$10.3K | 0.7% | 32 |
|
|
2016
Q2 | $1.27M | Buy |
23,624
+60
| +0.3% | +$3.22K | 0.76% | 32 |
|
|
2016
Q1 | $1.22M | Buy |
23,564
+1,515
| +7% | +$78.4K | 0.77% | 32 |
|
|
2015
Q4 | $1.03M | Buy |
+22,049
| New | +$1.03M | 0.68% | 35 |
|