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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $53.1K | Hold |
555
| – | – | ﹤0.01% | 330 |
|
|
2026
Q1 | $53.6K | Hold |
555
| – | – | ﹤0.01% | 315 |
|
|
2025
Q4 | $48.4K | Hold |
555
| – | – | ﹤0.01% | 311 |
|
|
2025
Q3 | $52.6K | Hold |
555
| – | – | ﹤0.01% | 319 |
|
|
2025
Q2 | $51K | Sell |
555
-1,900
| -77% | -$171K | ﹤0.01% | 318 |
|
|
2025
Q1 | $226K | Hold |
2,455
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $202K | Sell |
2,455
-90
| -4% | -$7.9K | 0.02% | 183 |
|
|
2024
Q3 | $230K | Buy |
2,545
+90
| +4% | +$7.69K | 0.02% | 181 |
|
|
2024
Q2 | $190K | Sell |
2,455
-29
| -1% | -$2.2K | 0.02% | 204 |
|
|
2024
Q1 | $178K | Buy |
2,484
+29
| +1% | +$2K | 0.02% | 212 |
|
|
2023
Q4 | $172K | Hold |
2,455
| – | – | 0.02% | 211 |
|
|
2023
Q3 | $159K | Hold |
2,455
| – | – | 0.03% | 193 |
|
|
2023
Q2 | $172K | Hold |
2,455
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $171K | Hold |
2,455
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $176K | Hold |
2,455
| – | – | 0.03% | 189 |
|
|
2022
Q3 | $167K | Hold |
2,455
| – | – | 0.03% | 194 |
|
|
2022
Q2 | $175K | Hold |
2,455
| – | – | 0.03% | 192 |
|
|
2022
Q1 | $178K | Buy |
2,455
+455
| +23% | +$30.8K | 0.03% | 205 |
|
|
2021
Q4 | $137K | Sell |
2,000
-230
| -10% | -$14.7K | 0.02% | 155 |
|
|
2021
Q3 | $138K | Buy |
+2,230
| New | +$144K | 0.03% | 156 |
|
|
2021
Q1 | $139K | Hold |
2,230
| – | – | 0.02% | 157 |
|
|
2020
Q4 | $137K | Sell |
2,230
-790
| -26% | -$47.5K | 0.02% | 148 |
|
|
2020
Q3 | $164K | Hold |
3,020
| – | – | 0.03% | 158 |
|
|
2020
Q2 | $157K | Hold |
3,020
| – | – | 0.03% | 157 |
|
|
2020
Q1 | $163K | Sell |
3,020
-950
| -24% | -$60.2K | 0.04% | 158 |
|
|
2019
Q4 | $253K | Buy |
3,970
+3,420
| +622% | +$212K | 0.05% | 154 |
|
|
2019
Q3 | $34K | Hold |
550
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $30K | Hold |
550
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $28K | Buy |
+550
| New | +$27K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-9,736
| Closed | -$424K | – | 423 |
|
|
2018
Q3 | $424K | Sell |
9,736
-49,055
| -83% | -$2.26M | 0.09% | 126 |
|
|
2018
Q2 | $2.72M | Buy |
58,791
+2,542
| +5% | +$114K | 0.59% | 48 |
|
|
2018
Q1 | $2.51M | Buy |
56,249
+1,560
| +3% | +$69.3K | 0.56% | 52 |
|
|
2017
Q4 | $2.63M | Buy |
54,689
+3,136
| +6% | +$160K | 0.6% | 49 |
|
|
2017
Q3 | $2.53M | Buy |
51,553
+1,202
| +2% | +$58.3K | 0.6% | 49 |
|
|
2017
Q2 | $2.41M | Buy |
50,351
+911
| +2% | +$45.7K | 0.61% | 47 |
|
|
2017
Q1 | $2.46M | Buy |
49,440
+182
| +0.4% | +$8.99K | 0.62% | 47 |
|
|
2016
Q4 | $2.42M | Buy |
49,258
+2,783
| +6% | +$137K | 0.63% | 43 |
|
|
2016
Q3 | $2.38M | Buy |
46,475
+494
| +1% | +$26K | 0.68% | 43 |
|
|
2016
Q2 | $2.47M | Buy |
45,981
+2,489
| +6% | +$125K | 0.73% | 38 |
|
|
2016
Q1 | $2.25M | Buy |
43,492
+42,069
| +2,956% | +$2.05M | 0.71% | 41 |
|
|
2015
Q4 | $67K | Buy |
1,423
+800
| +128% | +$36.3K | 0.02% | 247 |
|
|
2015
Q3 | $28K | Sell |
623
-23
| -4% | -$1.01K | 0.01% | 339 |
|
|
2015
Q2 | $27K | Sell |
646
-105
| -14% | -$4.58K | 0.01% | 350 |
|
|
2015
Q1 | $33K | Sell |
751
-23
| -3% | -$1.09K | 0.01% | 337 |
|
|
2014
Q4 | $38K | Hold |
774
| – | – | 0.01% | 301 |
|
|
2014
Q3 | $34K | Hold |
774
| – | – | 0.01% | 305 |
|
|
2014
Q2 | $35K | Sell |
774
-821
| -51% | -$36.3K | 0.01% | 309 |
|
|
2014
Q1 | $70K | Sell |
1,595
-1,279
| -45% | -$53.6K | 0.02% | 222 |
|
|
2013
Q4 | $118K | Sell |
2,874
-205
| -7% | -$8.46K | 0.03% | 182 |
|
|
2013
Q3 | $127K | Sell |
3,079
-1,705
| -36% | -$73.4K | 0.04% | 172 |
|
|
2013
Q2 | $211K | Buy |
+4,784
| New | +$220K | 0.06% | 150 |
|
Other funds holding SO
CIM
ORIO
CNB
CAMG
P
BCM
BB
QCM