Providence First 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 | $1.8M | Buy |
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|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.1M | Hold |
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|
2020
Q1 | $1.15M | Hold |
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|
2019
Q4 | $1.35M | Hold |
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|
2019
Q3 | $1.31M | Buy |
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