Montecito Bank & 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
Q3 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $908K | Buy |
|
|||||
|
2024
Q4 | $772K | Buy |
|
|||||
|
2024
Q3 | $800K | Buy |
|
|||||
|
2024
Q2 | $647K | Sell |
|
|||||
|
2024
Q1 | $619K | Buy |
|
|||||
|
2023
Q4 | $406K | Hold |
|
|||||
|
2023
Q3 | $375K | Hold |
|
|||||
|
2023
Q2 | $407K | Sell |
|
|||||
|
2023
Q1 | $443K | Sell |
|
|||||
|
2022
Q4 | $612K | Sell |
|
|||||
|
2022
Q3 | $619K | Buy |
|
|||||
|
2022
Q2 | $606K | Sell |
|
|||||
|
2022
Q1 | $655K | Hold |
|
|||||
|
2021
Q4 | $619K | Hold |
|
|||||
|
2021
Q3 | $559K | Hold |
|
|||||
|
2021
Q2 | $546K | Hold |
|
|||||
|
2021
Q1 | $561K | Hold |
|
|||||
|
2020
Q4 | $554K | Hold |
|
|||||
|
2020
Q3 | $490K | Hold |
|
|||||
|
2020
Q2 | $468K | Buy |
|
|||||
|
2020
Q1 | $364K | Hold |
|
|||||
|
2019
Q4 | $429K | Hold |
|
|||||
|
2019
Q3 | $416K | Sell |
|
|||||
|
2019
Q2 | $395K | Hold |
|
|||||
|
2019
Q1 | $368K | Hold |
|
|||||
|
2018
Q4 | $314K | Buy |
|
|||||
|
2018
Q3 | $302K | Hold |
|
|||||
|
2018
Q2 | $320K | Sell |
|
|||||
|
2018
Q1 | $330K | Sell |
|
|||||
|
2017
Q4 | $357K | Sell |
|
|||||
|
2017
Q3 | $372K | Sell |
|
|||||
|
2017
Q2 | $417K | Buy |
|
|||||
|
2017
Q1 | $384K | Sell |
|
|||||
|
2016
Q4 | $381K | Buy |
|
|||||
|
2016
Q3 | $382K | Buy |
|
|||||
|
2016
Q2 | $356K | Buy |
|
|||||
|
2016
Q1 | $302K | Hold |
|
|||||
|
2015
Q4 | $273K | Buy |
|
|||||
|
2015
Q3 | $256K | Buy |
|
|||||
|
2015
Q2 | $233K | Hold |
|
|||||
|
2015
Q1 | $233K | Hold |
|
|||||
|
2014
Q4 | $259K | Buy |
|