Trust Company of Toledo’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 | $397K | Hold |
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|
2025
Q2 | $384K | Buy |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $658K | Buy |
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $556 | Buy |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $470K | Hold |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $461K | Sell |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $426K | Sell |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $394K | Buy |
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|
2020
Q1 | $358K | Sell |
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|
2019
Q4 | $431K | Sell |
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|
2019
Q3 | $459K | Hold |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $385K | Sell |
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|
2018
Q4 | $328K | Sell |
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|
2018
Q3 | $326K | Sell |
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|
2018
Q2 | $364K | Sell |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $410K | Sell |
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|
2017
Q2 | $402K | Hold |
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|
2017
Q1 | $418K | Sell |
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|
2016
Q4 | $413K | Sell |
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|
2016
Q3 | $431K | Hold |
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|
2016
Q2 | $450K | Sell |
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|
2016
Q1 | $478K | Hold |
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|
2015
Q4 | $433K | Hold |
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|
2015
Q3 | $413K | Sell |
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|
2015
Q2 | $396K | Hold |
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|
2015
Q1 | $419K | Hold |
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|
2014
Q4 | $465K | Hold |
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|
2014
Q3 | $413K | Buy |
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|
2014
Q2 | $391K | Hold |
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|
2014
Q1 | $379K | Sell |
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|
2013
Q4 | $395K | Sell |
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|
2013
Q3 | $396K | Buy |
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|
2013
Q2 | $405K | Buy |
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