Perpetual Ltd’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
Q2 | – | Sell |
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|
2025
Q1 | $642K | Hold |
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|
2024
Q4 | $575K | Hold |
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|
2024
Q3 | $630K | Hold |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $603K | Hold |
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|
2023
Q4 | $595K | Hold |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $498K | Hold |
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|
2023
Q1 | $493K | Buy |
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|
2020
Q3 | $579K | Hold |
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|
2020
Q2 | $554K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $679K | Hold |
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|
2019
Q3 | $660K | Hold |
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|
2019
Q2 | $591K | Sell |
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|
2019
Q1 | $656K | Hold |
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|
2018
Q4 | $557K | Hold |
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|
2018
Q3 | $553K | Hold |
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|
2018
Q2 | $588K | Buy |
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|
2018
Q1 | $482K | Hold |
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|
2017
Q4 | $522K | Sell |
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|
2017
Q3 | $567K | Hold |
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|
2017
Q2 | $540K | Buy |
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|
2017
Q1 | $521K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $384K | Sell |
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|
2016
Q2 | $886K | Sell |
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|
2016
Q1 | $876K | Sell |
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|
2015
Q4 | $886K | Buy |
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|
2015
Q3 | $703K | Sell |
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|
2015
Q2 | $722K | Buy |
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|
2015
Q1 | $652K | Hold |
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|
2014
Q4 | $723K | Buy |
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|
2014
Q3 | $556K | Sell |
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|
2014
Q2 | $646K | Buy |
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|
2014
Q1 | $559K | Sell |
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|
2013
Q4 | $759K | Buy |
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|
2013
Q3 | $267K | Sell |
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|
2013
Q2 | $473K | Buy |
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