Idaho Trust Bank’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	–	Sell	-2,400	Closed	-$221K	–	112
2025 Q1	$221K	Buy	+2,400	New	+$221K	0.09%	93
2024 Q1	–	Sell	-3,200	Closed	-$224K	–	143
2023 Q4	$224K	Hold	3,200	–	–	0.13%	75
2023 Q3	$207K	Buy	+3,200	New	+$207K	0.13%	77