Old North State 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 | $2.61M | Buy |
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|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.06M | Hold |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.53M | Hold |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.61K | Hold |
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|
2022
Q1 | $1.64K | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.4M | Hold |
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|
2021
Q2 | $1.36M | Hold |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.03M | Buy |
|