Morton Community Bank’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 | $4.35M | Buy |
47,327
+1,692
| +4% | +$155K | 1.08% | 28 |
|
|
2025
Q1 | $4.2M | Sell |
45,635
-105
| -0.2% | -$9.66K | 1.1% | 30 |
|
|
2024
Q4 | $3.77M | Buy |
45,740
+490
| +1% | +$40.3K | 0.99% | 40 |
|
|
2024
Q3 | $4.08M | Sell |
45,250
-585
| -1% | -$52.8K | 1.07% | 31 |
|
|
2024
Q2 | $3.56M | Buy |
45,835
+3,180
| +7% | +$247K | 1% | 35 |
|
|
2024
Q1 | $3.06M | Buy |
42,655
+1,470
| +4% | +$105K | 0.88% | 56 |
|
|
2023
Q4 | $2.89M | Buy |
+41,185
| New | +$2.89M | 0.94% | 44 |
|