Spinnaker 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 | $372K | Hold |
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|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $361K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $200K | Sell |
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|
2018
Q2 | $625K | Sell |
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|
2018
Q1 | $711K | Sell |
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|
2017
Q4 | $821K | Sell |
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|
2017
Q3 | $849K | Buy |
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|
2017
Q2 | $822K | Buy |
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|
2017
Q1 | $420K | Buy |
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|
2016
Q4 | $390K | Buy |
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|
2016
Q3 | $384K | Hold |
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|
2016
Q2 | $401K | Hold |
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|
2016
Q1 | $387K | Buy |
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|
2015
Q4 | $257K | Hold |
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|
2015
Q3 | $245K | Buy |
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|
2015
Q2 | $222K | Sell |
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|
2015
Q1 | $260K | Hold |
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|
2014
Q4 | $289K | Hold |
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|
2014
Q3 | $257K | Buy |
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