Missouri Trust & Investment Company’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 | $50K | Sell |
545
-40
| -7% | -$3.67K | 0.02% | 218 |
|
|
2025
Q1 | $53.8K | Sell |
585
-86
| -13% | -$7.91K | 0.02% | 205 |
|
|
2024
Q4 | $55.2K | Buy |
671
+126
| +23% | +$10.4K | 0.02% | 203 |
|
|
2024
Q3 | $49.1K | Sell |
545
-10
| -2% | -$902 | 0.02% | 210 |
|
|
2024
Q2 | $43.1K | Sell |
555
-215
| -28% | -$16.7K | 0.02% | 214 |
|
|
2024
Q1 | $55.2K | Sell |
770
-5
| -0.6% | -$359 | 0.02% | 200 |
|
|
2023
Q4 | $54.3K | Hold |
775
| – | – | 0.02% | 198 |
|
|
2023
Q3 | $50.2K | Sell |
775
-270
| -26% | -$17.5K | 0.02% | 185 |
|
|
2023
Q2 | $73.4K | Buy |
1,045
+385
| +58% | +$27K | 0.04% | 162 |
|
|
2023
Q1 | $45.9K | Sell |
660
-75
| -10% | -$5.22K | 0.03% | 170 |
|
|
2022
Q4 | $52K | Hold |
735
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $50K | Hold |
735
| – | – | 0.03% | 175 |
|
|
2022
Q2 | $52K | Hold |
735
| – | – | 0.03% | 174 |
|
|
2022
Q1 | $53K | Sell |
735
-65
| -8% | -$4.69K | 0.03% | 182 |
|
|
2021
Q4 | $55K | Buy |
+800
| New | +$55K | 0.03% | 186 |
|