Indiana Trust & Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $170K | Hold |
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|
2024
Q3 | $186K | Hold |
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|
2024
Q2 | $160K | Hold |
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|
2024
Q1 | $148K | Buy |
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|
2023
Q4 | $110K | Sell |
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|
2023
Q3 | $109K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $136K | Hold |
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|
2013
Q3 | $136K | Buy |
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