St Louis 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 | $332K | Hold |
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|
2025
Q2 | $321K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $216K | Buy |
|