Pinnacle Bancorp’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$346K	Sell	3,771 -260	-6%	-$23.9K	0.11%	162
2025 Q1	$371K	Buy	4,031 +32	+0.8%	+$2.94K	0.12%	148
2024 Q4	$329K	Sell	3,999 -110	-3%	-$9.06K	0.11%	156
2024 Q3	$371K	Sell	4,109 -212	-5%	-$19.1K	0.1%	141
2024 Q2	$335K	Hold	4,321	–	–	0.1%	146
2024 Q1	$310K	Hold	4,321	–	–	0.09%	154
2023 Q4	$303K	Sell	4,321 -60	-1%	-$4.21K	0.1%	149
2023 Q3	$284K	Hold	4,381	–	–	0.1%	146
2023 Q2	$308K	Buy	4,381 +123	+3%	+$8.64K	0.11%	144
2023 Q1	$296K	Hold	4,258	–	–	0.11%	140
2022 Q4	$304K	Sell	4,258 -87	-2%	-$6.21K	0.12%	131
2022 Q3	$295K	Hold	4,345	–	–	0.13%	118
2022 Q2	$310K	Hold	4,345	–	–	0.13%	116
2022 Q1	$315K	Buy	4,345 +219	+5%	+$15.9K	0.11%	127
2021 Q4	$283K	Hold	4,126	–	–	0.1%	146
2021 Q3	$256K	Hold	4,126	–	–	0.1%	152
2021 Q2	$250K	Hold	4,126	–	–	0.11%	146
2021 Q1	$256K	Buy	4,126 +100	+2%	+$6.21K	0.12%	140
2020 Q4	$247K	Sell	4,026 -150	-4%	-$9.2K	0.15%	129
2020 Q3	$226K	Sell	4,176 -1,310	-24%	-$70.9K	0.16%	121
2020 Q2	$284K	Buy	5,486 +1,315	+32%	+$68.1K	0.21%	106
2020 Q1	$226K	Buy	4,171 +140	+3%	+$7.59K	0.19%	112
2019 Q4	$257K	Sell	4,031 -150	-4%	-$9.56K	0.18%	114
2019 Q3	$258K	Hold	4,181	–	–	0.15%	107
2019 Q2	$231K	Hold	4,181	–	–	0.13%	116
2019 Q1	$216K	Sell	4,181 -1,280	-23%	-$66.1K	0.13%	123
2018 Q4	$240K	Buy	+5,461	New	+$240K	0.15%	100
2017 Q1	$360K	Buy	+7,231	New	+$360K	0.25%	65