Parkside Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
2,942
+316
| +12% | +$29K | 0.03% | 363 |
|
|
2025
Q1 | $241K | Buy |
2,626
+113
| +4% | +$10.4K | 0.03% | 351 |
|
|
2024
Q4 | $207K | Buy |
2,513
+84
| +3% | +$6.92K | 0.03% | 371 |
|
|
2024
Q3 | $219K | Buy |
2,429
+8
| +0.3% | +$721 | 0.03% | 344 |
|
|
2024
Q2 | $188K | Sell |
2,421
-148
| -6% | -$11.5K | 0.03% | 361 |
|
|
2024
Q1 | $184K | Sell |
2,569
-459
| -15% | -$32.9K | 0.03% | 366 |
|
|
2023
Q4 | $212K | Buy |
3,028
+266
| +10% | +$18.7K | 0.04% | 291 |
|
|
2023
Q3 | $179K | Buy |
2,762
+212
| +8% | +$13.7K | 0.04% | 281 |
|
|
2023
Q2 | $179K | Buy |
2,550
+5
| +0.2% | +$351 | 0.04% | 282 |
|
|
2023
Q1 | $177K | Buy |
2,545
+428
| +20% | +$29.8K | 0.05% | 256 |
|
|
2022
Q4 | $151K | Buy |
2,117
+577
| +37% | +$41.2K | 0.04% | 278 |
|
|
2022
Q3 | $104K | Buy |
1,540
+94
| +7% | +$6.35K | 0.03% | 329 |
|
|
2022
Q2 | $103K | Sell |
1,446
-281
| -16% | -$20K | 0.03% | 340 |
|
|
2022
Q1 | $126K | Buy |
1,727
+433
| +33% | +$31.6K | 0.03% | 303 |
|
|
2021
Q4 | $89K | Buy |
1,294
+96
| +8% | +$6.6K | 0.02% | 383 |
|
|
2021
Q3 | $74K | Buy |
1,198
+29
| +2% | +$1.79K | 0.02% | 388 |
|
|
2021
Q2 | $71K | Sell |
1,169
-458
| -28% | -$27.8K | 0.02% | 399 |
|
|
2021
Q1 | $101K | Sell |
1,627
-493
| -23% | -$30.6K | 0.03% | 316 |
|
|
2020
Q4 | $130K | Buy |
2,120
+68
| +3% | +$4.17K | 0.04% | 266 |
|
|
2020
Q3 | $111K | Sell |
2,052
-383
| -16% | -$20.7K | 0.04% | 274 |
|
|
2020
Q2 | $126K | Buy |
2,435
+132
| +6% | +$6.83K | 0.04% | 258 |
|
|
2020
Q1 | $125K | Buy |
2,303
+89
| +4% | +$4.83K | 0.05% | 218 |
|
|
2019
Q4 | $141K | Buy |
2,214
+1,092
| +97% | +$69.5K | 0.04% | 231 |
|
|
2019
Q3 | $69K | Hold |
1,122
| – | – | 0.02% | 343 |
|
|
2019
Q2 | $62K | Buy |
1,122
+152
| +16% | +$8.4K | 0.02% | 359 |
|
|
2019
Q1 | $50K | Buy |
970
+172
| +22% | +$8.87K | 0.02% | 378 |
|
|
2018
Q4 | $35K | Buy |
798
+220
| +38% | +$9.65K | 0.01% | 428 |
|
|
2018
Q3 | $25K | Sell |
578
-446
| -44% | -$19.3K | 0.01% | 543 |
|
|
2018
Q2 | $47K | Buy |
1,024
+6
| +0.6% | +$275 | 0.02% | 369 |
|
|
2018
Q1 | $45K | Sell |
1,018
-238
| -19% | -$10.5K | 0.02% | 372 |
|
|
2017
Q4 | $60K | Buy |
1,256
+833
| +197% | +$39.8K | 0.02% | 318 |
|
|
2017
Q3 | $20K | Buy |
423
+12
| +3% | +$567 | 0.01% | 557 |
|
|
2017
Q2 | $19K | Buy |
411
+111
| +37% | +$5.13K | 0.01% | 573 |
|
|
2017
Q1 | $14K | Sell |
300
-80
| -21% | -$3.73K | 0.01% | 619 |
|
|
2016
Q4 | $18K | Buy |
380
+42
| +12% | +$1.99K | 0.01% | 563 |
|
|
2016
Q3 | $18K | Buy |
338
+34
| +11% | +$1.81K | 0.01% | 591 |
|
|
2016
Q2 | $16K | Hold |
304
| – | – | 0.01% | 593 |
|
|
2016
Q1 | $16K | Buy |
304
+173
| +132% | +$9.11K | 0.01% | 565 |
|
|
2015
Q4 | $6K | Sell |
131
-36
| -22% | -$1.65K | ﹤0.01% | 752 |
|
|
2015
Q3 | $8K | Buy |
+167
| New | +$8K | ﹤0.01% | 699 |
|
|
2014
Q3 | – | Sell |
-4,860
| Closed | -$220K | – | 183 |
|
|
2014
Q2 | $220K | Sell |
4,860
-1,483
| -23% | -$67.1K | 0.13% | 151 |
|
|
2014
Q1 | $278K | Sell |
6,343
-190
| -3% | -$8.33K | 0.17% | 122 |
|
|
2013
Q4 | $268K | Buy |
+6,533
| New | +$268K | 0.18% | 121 |
|