New Hampshire Trust’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 | $361K | Buy |
3,936
+393
| +11% | +$36.1K | 0.08% | 141 |
|
|
2025
Q1 | $326K | Buy |
3,543
+45
| +1% | +$4.14K | 0.07% | 146 |
|
|
2024
Q4 | $288K | Sell |
3,498
-71
| -2% | -$5.85K | 0.06% | 157 |
|
|
2024
Q3 | $322K | Buy |
3,569
+458
| +15% | +$41.3K | 0.07% | 150 |
|
|
2024
Q2 | $241K | Sell |
3,111
-22
| -0.7% | -$1.71K | 0.06% | 164 |
|
|
2024
Q1 | $225K | Hold |
3,133
| – | – | 0.05% | 162 |
|
|
2023
Q4 | $220K | Sell |
3,133
-354
| -10% | -$24.8K | 0.05% | 166 |
|
|
2023
Q3 | $226K | Sell |
3,487
-142
| -4% | -$9.19K | 0.06% | 155 |
|
|
2023
Q2 | $255K | Buy |
3,629
+169
| +5% | +$11.9K | 0.07% | 146 |
|
|
2023
Q1 | $241K | Sell |
3,460
-406
| -11% | -$28.3K | 0.06% | 150 |
|
|
2022
Q4 | $276K | Buy |
+3,866
| New | +$276K | 0.07% | 144 |
|