Trust Company of the South’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
4,432
+79
| +2% | +$7.26K | 0.07% | 85 |
|
|
2025
Q1 | $400K | Buy |
4,353
+44
| +1% | +$4.05K | 0.08% | 80 |
|
|
2024
Q4 | $355K | Hold |
4,309
| – | – | 0.07% | 90 |
|
|
2024
Q3 | $389K | Hold |
4,309
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $334K | Sell |
4,309
-81
| -2% | -$6.28K | 0.08% | 83 |
|
|
2024
Q1 | $315K | Sell |
4,390
-88
| -2% | -$6.31K | 0.07% | 89 |
|
|
2023
Q4 | $314K | Buy |
+4,478
| New | +$314K | 0.08% | 81 |
|