MidWestOne Financial Group’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
Q4 | $291K | Sell |
3,332
-200
| -6% | -$18.3K | 0.03% | 260 |
|
|
2025
Q3 | $335K | Sell |
3,532
-75
| -2% | -$7K | 0.04% | 238 |
|
|
2025
Q2 | $331K | Hold |
3,607
| – | – | 0.04% | 231 |
|
|
2025
Q1 | $332K | Sell |
3,607
-65
| -2% | -$5.63K | 0.05% | 222 |
|
|
2024
Q4 | $302K | Hold |
3,672
| – | – | 0.04% | 241 |
|
|
2024
Q3 | $331K | Hold |
3,672
| – | – | 0.05% | 239 |
|
|
2024
Q2 | $285K | Buy |
3,672
+65
| +2% | +$4.93K | 0.05% | 254 |
|
|
2024
Q1 | $259K | Sell |
3,607
-68
| -2% | -$4.69K | 0.05% | 264 |
|
|
2023
Q4 | $258K | Sell |
3,675
-1,500
| -29% | -$103K | 0.05% | 253 |
|
|
2023
Q3 | $335K | Buy |
5,175
+950
| +22% | +$65.9K | 0.08% | 218 |
|
|
2023
Q2 | $297K | Buy |
4,225
+500
| +13% | +$35.9K | 0.06% | 230 |
|
|
2023
Q1 | $259K | Hold |
3,725
| – | – | 0.06% | 234 |
|
|
2022
Q4 | $266K | Hold |
3,725
| – | – | 0.06% | 220 |
|
|
2022
Q3 | $253K | Buy |
3,725
+175
| +5% | +$13.3K | 0.06% | 210 |
|
|
2022
Q2 | $253K | Hold |
3,550
| – | – | 0.06% | 209 |
|
|
2022
Q1 | $257K | Buy |
3,550
+300
| +9% | +$20.3K | 0.06% | 221 |
|
|
2021
Q4 | $223K | Hold |
3,250
| – | – | 0.05% | 229 |
|
|
2021
Q3 | $201K | Buy |
+3,250
| New | +$209K | 0.05% | 226 |
|
|
2021
Q2 | – | Sell |
-3,250
| Closed | -$202K | – | 234 |
|
|
2021
Q1 | $202K | Hold |
3,250
| – | – | 0.05% | 211 |
|
|
2020
Q4 | $200K | Buy |
+3,250
| New | +$195K | 0.05% | 204 |
|
|
2020
Q1 | – | Sell |
-3,250
| Closed | -$207K | – | 227 |
|
|
2019
Q4 | $207K | Sell |
3,250
-115
| -3% | -$7.13K | 0.04% | 223 |
|
|
2019
Q3 | $208K | Buy |
+3,365
| New | +$195K | 0.06% | 208 |
|
Other funds holding SO
