Riverview 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 | $17.8K | Sell |
194
-1,673
| -90% | -$154K | 0.02% | 180 |
|
|
2025
Q1 | $172K | Sell |
1,867
-22
| -1% | -$2.02K | 0.17% | 108 |
|
|
2024
Q4 | $156K | Buy |
1,889
+7
| +0.4% | +$576 | 0.14% | 116 |
|
|
2024
Q3 | $170K | Buy |
1,882
+15
| +0.8% | +$1.35K | 0.15% | 109 |
|
|
2024
Q2 | $145K | Hold |
1,867
| – | – | 0.14% | 114 |
|
|
2024
Q1 | $134K | Buy |
+1,867
| New | +$134K | 0.1% | 134 |
|
|
2023
Q4 | – | Sell |
-1,867
| Closed | -$121K | – | 556 |
|
|
2023
Q3 | $121K | Hold |
1,867
| – | – | 0.11% | 135 |
|
|
2023
Q2 | $131K | Hold |
1,867
| – | – | 0.12% | 113 |
|
|
2023
Q1 | $130K | Hold |
1,867
| – | – | 0.12% | 115 |
|
|
2022
Q4 | $133K | Buy |
1,867
+1,066
| +133% | +$75.9K | 0.13% | 117 |
|
|
2022
Q3 | $54K | Hold |
801
| – | – | 0.05% | 195 |
|
|
2022
Q2 | $57K | Hold |
801
| – | – | 0.05% | 195 |
|
|
2022
Q1 | $58K | Buy |
801
+607
| +313% | +$44K | 0.04% | 205 |
|
|
2021
Q4 | $13 | Hold |
194
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $12K | Hold |
194
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $12K | Hold |
194
| – | – | 0.01% | 213 |
|
|
2021
Q1 | $12K | Hold |
194
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $12K | Hold |
194
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $11K | Hold |
194
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $10K | Hold |
194
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $11K | Hold |
194
| – | – | 0.01% | 234 |
|
|
2019
Q4 | $12K | Hold |
194
| – | – | 0.01% | 247 |
|
|
2019
Q3 | $12K | Hold |
194
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $11K | Hold |
194
| – | – | 0.01% | 246 |
|
|
2019
Q1 | $10K | Buy |
+194
| New | +$10K | 0.01% | 264 |
|