Trust Company’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 | $112K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $18.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $84.8K | Hold |
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|
2024
Q1 | $78.4K | Hold |
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|
2023
Q4 | $76.6K | Hold |
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|
2023
Q3 | $70.7K | Hold |
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|
2023
Q2 | $76.8K | Hold |
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|
2023
Q1 | $76.1K | Hold |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $79K | Sell |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $85K | Hold |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $91K | Sell |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $134K | Sell |
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|
2019
Q3 | $146K | Hold |
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|
2019
Q2 | $130K | Sell |
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|
2019
Q1 | $144K | Hold |
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|
2018
Q4 | $122K | Buy |
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|
2018
Q3 | $72K | Sell |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $134K | Hold |
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|
2017
Q4 | $144K | Hold |
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|
2017
Q3 | $147K | Sell |
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|
2017
Q2 | $177K | Sell |
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|
2017
Q1 | $255K | Sell |
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|
2016
Q4 | $274K | Sell |
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|
2016
Q3 | $909K | Sell |
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|
2016
Q2 | $2.73M | Buy |
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|
2016
Q1 | $2.6M | Buy |
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|
2015
Q4 | $2.34M | Buy |
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|
2015
Q3 | $2.16M | Buy |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $307K | Buy |
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