Washington Trust Advisors’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
Q2 | $18.3K | Hold |
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|
2025
Q1 | $18.4K | Hold |
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|
2024
Q4 | $16.4K | Sell |
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|
2024
Q3 | $59.4K | Buy |
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|
2024
Q2 | $50.4K | Hold |
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|
2024
Q1 | $46.6K | Sell |
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|
2023
Q4 | $52.6K | Buy |
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|
2023
Q3 | $42.1K | Hold |
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|
2023
Q2 | $45.7K | Hold |
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|
2023
Q1 | $45.2K | Hold |
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|
2022
Q4 | $46.4K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $45K | Buy |
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