Northwest Bank & Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $179K | Hold |
2,006
| – | – | 0.13% | 85 |
|
|
2024
Q3 | $181K | Sell |
2,006
-400
| -17% | -$36.1K | 0.14% | 87 |
|
|
2024
Q2 | $187K | Hold |
2,406
| – | – | 0.16% | 85 |
|
|
2024
Q1 | $177K | Hold |
2,406
| – | – | 0.16% | 82 |
|
|
2023
Q4 | $169K | Buy |
+2,406
| New | +$169K | 0.15% | 85 |
|
|
2023
Q2 | $169K | Buy |
+2,406
| New | +$169K | 0.16% | 79 |
|