Independence Bank of Kentucky’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 | $388K | Hold |
4,230
| – | – | 0.06% | 222 |
|
|
2025
Q1 | $389K | Hold |
4,230
| – | – | 0.06% | 219 |
|
|
2024
Q4 | $348K | Sell |
4,230
-40
| -0.9% | -$3.29K | 0.05% | 231 |
|
|
2024
Q3 | $385K | Sell |
4,270
-370
| -8% | -$33.4K | 0.08% | 193 |
|
|
2024
Q2 | $360K | Hold |
4,640
| – | – | 0.1% | 186 |
|
|
2024
Q1 | $333K | Hold |
4,640
| – | – | 0.1% | 177 |
|
|
2023
Q4 | $325K | Buy |
4,640
+451
| +11% | +$31.6K | 0.11% | 163 |
|
|
2023
Q3 | $271K | Sell |
4,189
-320
| -7% | -$20.7K | 0.11% | 152 |
|
|
2023
Q2 | $317K | Buy |
4,509
+34
| +0.8% | +$2.39K | 0.13% | 136 |
|
|
2023
Q1 | $311K | Sell |
4,475
-75
| -2% | -$5.22K | 0.14% | 131 |
|
|
2022
Q4 | $325K | Sell |
4,550
-237
| -5% | -$16.9K | 0.15% | 127 |
|
|
2022
Q3 | $326K | Sell |
4,787
-63
| -1% | -$4.29K | 0.16% | 120 |
|
|
2022
Q2 | $346K | Hold |
4,850
| – | – | 0.15% | 123 |
|
|
2022
Q1 | $352K | Sell |
4,850
-450
| -8% | -$32.7K | 0.14% | 128 |
|
|
2021
Q4 | $363K | Sell |
5,300
-170
| -3% | -$11.6K | 0.15% | 121 |
|
|
2021
Q3 | $339K | Sell |
5,470
-716
| -12% | -$44.4K | 0.15% | 125 |
|
|
2021
Q2 | $374K | Buy |
6,186
+781
| +14% | +$47.2K | 0.17% | 119 |
|
|
2021
Q1 | $336K | Sell |
5,405
-675
| -11% | -$42K | 0.16% | 119 |
|
|
2020
Q4 | $373K | Buy |
6,080
+206
| +4% | +$12.6K | 0.19% | 110 |
|
|
2020
Q3 | $318K | Buy |
5,874
+844
| +17% | +$45.7K | 0.18% | 114 |
|
|
2020
Q2 | $261K | Buy |
5,030
+100
| +2% | +$5.19K | 0.17% | 109 |
|
|
2020
Q1 | $267K | Buy |
4,930
+1,040
| +27% | +$56.3K | 0.21% | 102 |
|
|
2019
Q4 | $248K | Hold |
3,890
| – | – | 0.16% | 115 |
|
|
2019
Q3 | $240K | Buy |
3,890
+270
| +7% | +$16.7K | 0.17% | 113 |
|
|
2019
Q2 | $200K | Sell |
3,620
-1,074
| -23% | -$59.3K | 0.16% | 117 |
|
|
2019
Q1 | $243K | Sell |
4,694
-1,260
| -21% | -$65.2K | 0.2% | 103 |
|
|
2018
Q4 | $261K | Sell |
5,954
-889
| -13% | -$39K | 0.24% | 87 |
|
|
2018
Q3 | $298K | Sell |
6,843
-1,376
| -17% | -$59.9K | 0.23% | 89 |
|
|
2018
Q2 | $381K | Sell |
8,219
-2,400
| -23% | -$111K | 0.32% | 75 |
|
|
2018
Q1 | $474K | Buy |
10,619
+2,766
| +35% | +$123K | 0.4% | 62 |
|
|
2017
Q4 | $378K | Buy |
+7,853
| New | +$378K | 0.32% | 74 |
|