IB
Intrust Bank’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
8,825
-770
| -8% | -$70.7K | 0.07% | 184 |
|
|
2025
Q1 | $882K | Sell |
9,595
-126
| -1% | -$11.6K | 0.09% | 163 |
|
|
2024
Q4 | $800K | Sell |
9,721
-569
| -6% | -$46.8K | 0.08% | 176 |
|
|
2024
Q3 | $928K | Sell |
10,290
-1,536
| -13% | -$139K | 0.09% | 163 |
|
|
2024
Q2 | $917K | Sell |
11,826
-89
| -0.7% | -$6.9K | 0.1% | 155 |
|
|
2024
Q1 | $855K | Buy |
11,915
+164
| +1% | +$11.8K | 0.09% | 174 |
|
|
2023
Q4 | $824K | Sell |
11,751
-1,847
| -14% | -$130K | 0.1% | 176 |
|
|
2023
Q3 | $880K | Buy |
13,598
+1,019
| +8% | +$66K | 0.11% | 152 |
|
|
2023
Q2 | $884K | Buy |
12,579
+1,075
| +9% | +$75.5K | 0.11% | 160 |
|
|
2023
Q1 | $800K | Buy |
11,504
+1,065
| +10% | +$74.1K | 0.1% | 170 |
|
|
2022
Q4 | $745K | Sell |
10,439
-1,641
| -14% | -$117K | 0.1% | 175 |
|
|
2022
Q3 | $821K | Sell |
12,080
-121
| -1% | -$8.22K | 0.13% | 147 |
|
|
2022
Q2 | $870K | Sell |
12,201
-573
| -4% | -$40.9K | 0.13% | 146 |
|
|
2022
Q1 | $926K | Sell |
12,774
-707
| -5% | -$51.3K | 0.12% | 156 |
|
|
2021
Q4 | $925K | Sell |
13,481
-1,474
| -10% | -$101K | 0.11% | 161 |
|
|
2021
Q3 | $927K | Buy |
14,955
+964
| +7% | +$59.8K | 0.12% | 151 |
|
|
2021
Q2 | $847K | Buy |
13,991
+948
| +7% | +$57.4K | 0.11% | 162 |
|
|
2021
Q1 | $811K | Buy |
13,043
+1,184
| +10% | +$73.6K | 0.12% | 160 |
|
|
2020
Q4 | $728K | Buy |
11,859
+370
| +3% | +$22.7K | 0.11% | 167 |
|
|
2020
Q3 | $623K | Buy |
11,489
+3,050
| +36% | +$165K | 0.11% | 165 |
|
|
2020
Q2 | $438K | Sell |
8,439
-608
| -7% | -$31.6K | 0.09% | 205 |
|
|
2020
Q1 | $490K | Buy |
9,047
+152
| +2% | +$8.23K | 0.14% | 164 |
|
|
2019
Q4 | $567K | Sell |
8,895
-299
| -3% | -$19.1K | 0.13% | 184 |
|
|
2019
Q3 | $568K | Sell |
9,194
-350
| -4% | -$21.6K | 0.14% | 172 |
|
|
2019
Q2 | $528K | Buy |
9,544
+598
| +7% | +$33.1K | 0.13% | 186 |
|
|
2019
Q1 | $462K | Buy |
8,946
+1,781
| +25% | +$92K | 0.12% | 212 |
|
|
2018
Q4 | $315K | Sell |
7,165
-140
| -2% | -$6.16K | 0.09% | 255 |
|
|
2018
Q3 | $318K | Sell |
7,305
-265
| -4% | -$11.5K | 0.08% | 285 |
|
|
2018
Q2 | $351K | Sell |
7,570
-991
| -12% | -$46K | 0.1% | 256 |
|
|
2018
Q1 | $382K | Buy |
8,561
+956
| +13% | +$42.7K | 0.11% | 241 |
|
|
2017
Q4 | $366K | Buy |
7,605
+426
| +6% | +$20.5K | 0.11% | 262 |
|
|
2017
Q3 | $353K | Sell |
7,179
-119
| -2% | -$5.85K | 0.12% | 249 |
|
|
2017
Q2 | $349K | Sell |
7,298
-795
| -10% | -$38K | 0.12% | 252 |
|
|
2017
Q1 | $403K | Sell |
8,093
-747
| -8% | -$37.2K | 0.14% | 215 |
|
|
2016
Q4 | $435K | Buy |
8,840
+364
| +4% | +$17.9K | 0.16% | 195 |
|
|
2016
Q3 | $435K | Sell |
8,476
-234
| -3% | -$12K | 0.17% | 189 |
|
|
2016
Q2 | $467K | Sell |
8,710
-62
| -0.7% | -$3.32K | 0.19% | 170 |
|
|
2016
Q1 | $454K | Sell |
8,772
-114
| -1% | -$5.9K | 0.16% | 172 |
|
|
2015
Q4 | $416K | Sell |
8,886
-203
| -2% | -$9.5K | 0.16% | 175 |
|
|
2015
Q3 | $406K | Sell |
9,089
-551
| -6% | -$24.6K | 0.15% | 169 |
|
|
2015
Q2 | $404K | Sell |
9,640
-877
| -8% | -$36.8K | 0.14% | 186 |
|
|
2015
Q1 | $466K | Sell |
10,517
-106
| -1% | -$4.7K | 0.16% | 159 |
|
|
2014
Q4 | $521K | Buy |
10,623
+294
| +3% | +$14.4K | 0.19% | 143 |
|
|
2014
Q3 | $450K | Sell |
10,329
-284
| -3% | -$12.4K | 0.17% | 161 |
|
|
2014
Q2 | $482K | Buy |
10,613
+229
| +2% | +$10.4K | 0.18% | 160 |
|
|
2014
Q1 | $456K | Sell |
10,384
-276
| -3% | -$12.1K | 0.19% | 156 |
|
|
2013
Q4 | $438K | Buy |
10,660
+366
| +4% | +$15K | 0.19% | 160 |
|
|
2013
Q3 | $424K | Sell |
10,294
-2,001
| -16% | -$82.4K | 0.2% | 156 |
|
|
2013
Q2 | $542K | Buy |
+12,295
| New | +$542K | 0.24% | 145 |
|