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Idaho Trust Bank’s Southern Company SO Stock Holding History

Idaho Trust Bank’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,400
Closed -$221K – 112
2025
Q1 		$221K Buy
+2,400
New +$208K 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 +$222K 0.13% 77

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Idaho Trust Bank's SO Position: Q2 2025 in Review

Idaho Trust Bank sold out of Southern Company (SO) in Q2 2025, closing a stake of 2,400 shares — an estimated $221K sold.

Idaho Trust Bank first reported a position in SO in Q3 2023 and held it in 3 quarters. The position peaked at $224K in Q4 2023. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Idaho Trust Bank reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Idaho Trust Bank sold 2,400 Southern Company shares in Q2 2025, an estimated $221K.
  • Idaho Trust Bank first reported a position in Southern Company in Q3 2023 and held it in 3 quarters.
  • Idaho Trust Bank's Southern Company position peaked at $224K in Q4 2023.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Idaho Trust Bank's 13F filing for Q2 2025, filed 13 Aug 2025.