Tompkins Financial’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 | $52.6K | Hold |
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|
2025
Q2 | $51K | Sell |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $190K | Sell |
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|
2024
Q1 | $178K | Buy |
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|
2023
Q4 | $172K | Hold |
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|
2023
Q3 | $159K | Hold |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $171K | Hold |
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|
2022
Q4 | $176K | Hold |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $178K | Buy |
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|
2021
Q4 | $137K | Sell |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q1 | $139K | Hold |
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|
2020
Q4 | $137K | Sell |
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|
2020
Q3 | $164K | Hold |
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|
2020
Q2 | $157K | Hold |
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|
2020
Q1 | $163K | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $28K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $424K | Sell |
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|
2018
Q2 | $2.72M | Buy |
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|
2018
Q1 | $2.51M | Buy |
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|
2017
Q4 | $2.63M | Buy |
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|
2017
Q3 | $2.53M | Buy |
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|
2017
Q2 | $2.41M | Buy |
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|
2017
Q1 | $2.46M | Buy |
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|
2016
Q4 | $2.42M | Buy |
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|
2016
Q3 | $2.38M | Buy |
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|
2016
Q2 | $2.47M | Buy |
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|
2016
Q1 | $2.25M | Buy |
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|
2015
Q4 | $67K | Buy |
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|
2015
Q3 | $28K | Sell |
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|
2015
Q2 | $27K | Sell |
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|
2015
Q1 | $33K | Sell |
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|
2014
Q4 | $38K | Hold |
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|
2014
Q3 | $34K | Hold |
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|
2014
Q2 | $35K | Sell |
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|
2014
Q1 | $70K | Sell |
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|
2013
Q4 | $118K | Sell |
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|
2013
Q3 | $127K | Sell |
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|
2013
Q2 | $211K | Buy |
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