TI-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 | $1.34M | Hold |
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|
2025
Q2 | $1.3M | Hold |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.1M | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $996K | Hold |
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|
2023
Q3 | $920K | Hold |
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|
2023
Q2 | $998K | Hold |
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|
2023
Q1 | $989K | Hold |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $966K | Hold |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $987K | Hold |
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|
2021
Q4 | $933K | Buy |
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|
2019
Q4 | $867K | Buy |
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