Sanibel Captiva 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 | $19.1M | Sell |
208,137
-6,175
| -3% | -$567K | 0.59% | 47 |
|
|
2025
Q1 | $19.7M | Sell |
214,312
-9,456
| -4% | -$869K | 0.64% | 40 |
|
|
2024
Q4 | $18.4M | Sell |
223,768
-5,890
| -3% | -$485K | 0.59% | 46 |
|
|
2024
Q3 | $20.7M | Buy |
229,658
+356
| +0.2% | +$32.1K | 0.66% | 39 |
|
|
2024
Q2 | $17.8M | Buy |
229,302
+856
| +0.4% | +$66.4K | 0.61% | 46 |
|
|
2024
Q1 | $16.4M | Sell |
228,446
-693
| -0.3% | -$49.7K | 0.56% | 49 |
|
|
2023
Q4 | $16.1M | Buy |
+229,139
| New | +$16.1M | 0.59% | 46 |
|