Indiana Trust & Investment Management’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 | $232K | Buy |
2,525
+465
| +23% | +$42.7K | 0.08% | 163 |
|
|
2025
Q1 | $189K | Hold |
2,060
| – | – | 0.07% | 178 |
|
|
2024
Q4 | $170K | Hold |
2,060
| – | – | 0.06% | 184 |
|
|
2024
Q3 | $186K | Hold |
2,060
| – | – | 0.06% | 177 |
|
|
2024
Q2 | $160K | Hold |
2,060
| – | – | 0.06% | 184 |
|
|
2024
Q1 | $148K | Buy |
2,060
+496
| +32% | +$35.6K | 0.06% | 185 |
|
|
2023
Q4 | $110K | Sell |
1,564
-122
| -7% | -$8.56K | 0.05% | 199 |
|
|
2023
Q3 | $109K | Buy |
+1,686
| New | +$109K | 0.06% | 196 |
|
|
2014
Q1 | – | Sell |
-3,307
| Closed | -$136K | – | 210 |
|
|
2013
Q4 | $136K | Hold |
3,307
| – | – | 0.08% | 118 |
|
|
2013
Q3 | $136K | Buy |
+3,307
| New | +$136K | 0.08% | 116 |
|