Thomas Story & Son’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 | $441K | Hold |
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|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $267K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $233K | Hold |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $238K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $724K | Hold |
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|
2015
Q2 | $678K | Hold |
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|
2015
Q1 | $717K | Hold |
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|
2014
Q4 | $795K | Sell |
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|
2014
Q3 | $772K | Hold |
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|
2014
Q2 | $803K | Hold |
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|
2014
Q1 | $777K | Hold |
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|
2013
Q4 | $727K | Sell |
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|
2013
Q3 | $741K | Hold |
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|
2013
Q2 | $794K | Buy |
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