Members Trust’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
Q2 | $955K | Sell |
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|
2025
Q1 | $972K | Buy |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $836K | Hold |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $726K | Sell |
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|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $697K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $551K | Hold |
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|
2022
Q2 | $578K | Hold |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $555K | Hold |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $583K | Buy |
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|
2020
Q3 | $513K | Buy |
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|
2020
Q2 | $481K | Buy |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $292K | Sell |
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|
2017
Q3 | $432K | Hold |
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|
2017
Q2 | $420K | Hold |
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|
2017
Q1 | $438K | Buy |
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|
2016
Q3 | $412K | Hold |
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|
2016
Q2 | $432K | Buy |
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