Perkins Coie Trust Company’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	–	Sell	-7	Closed	-$643	–	449
2025 Q1	$643	Buy	+7	New	+$643	﹤0.01%	321
2023 Q4	–	Sell	-37	Closed	-$2.39K	–	535
2023 Q3	$2.39K	Buy	+37	New	+$2.39K	﹤0.01%	329
2020 Q4	–	Sell	-420	Closed	-$23K	–	255
2020 Q3	$23K	Sell	420 -1,056	-72%	-$57.8K	0.01%	177
2020 Q2	$77K	Sell	1,476 -458	-24%	-$23.9K	0.03%	127
2020 Q1	$105K	Buy	1,934 +14	+0.7%	+$760	0.05%	112
2019 Q4	$122K	Hold	1,920	–	–	0.05%	117
2019 Q3	$119K	Hold	1,920	–	–	0.05%	116
2019 Q2	$106K	Buy	1,920 +500	+35%	+$27.6K	0.05%	117
2019 Q1	$73K	Hold	1,420	–	–	0.03%	138
2018 Q4	$62K	Hold	1,420	–	–	0.03%	143
2018 Q3	$62K	Hold	1,420	–	–	0.03%	155
2018 Q2	$66K	Hold	1,420	–	–	0.03%	146
2018 Q1	$63K	Hold	1,420	–	–	0.03%	151
2017 Q4	$68K	Hold	1,420	–	–	0.03%	143
2017 Q3	$70K	Hold	1,420	–	–	0.04%	143
2017 Q2	$68K	Hold	1,420	–	–	0.04%	143
2017 Q1	$71K	Hold	1,420	–	–	0.04%	128
2016 Q4	$70K	Hold	1,420	–	–	0.04%	126
2016 Q3	$73K	Hold	1,420	–	–	0.05%	116
2016 Q2	$76K	Hold	1,420	–	–	0.05%	111
2016 Q1	$73K	Hold	1,420	–	–	0.05%	115
2015 Q4	$66K	Hold	1,420	–	–	0.05%	109
2015 Q3	$63K	Hold	1,420	–	–	0.05%	111
2015 Q2	$59K	Hold	1,420	–	–	0.04%	122
2015 Q1	$63K	Hold	1,420	–	–	0.05%	115
2014 Q4	$70K	Hold	1,420	–	–	0.06%	102
2014 Q3	$62K	Hold	1,420	–	–	0.05%	109
2014 Q2	$64K	Hold	1,420	–	–	0.06%	99
2014 Q1	$62K	Hold	1,420	–	–	0.06%	97
2013 Q4	$58K	Buy	+1,420	New	+$58K	0.06%	101