Washington Trust Advisors’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 | $18.3K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
|
2025
Q1 | $18.4K | Hold |
200
| – | – | ﹤0.01% | 402 |
|
|
2024
Q4 | $16.4K | Sell |
200
-459
| -70% | -$37.7K | ﹤0.01% | 424 |
|
|
2024
Q3 | $59.4K | Buy |
659
+9
| +1% | +$811 | 0.01% | 305 |
|
|
2024
Q2 | $50.4K | Hold |
650
| – | – | ﹤0.01% | 318 |
|
|
2024
Q1 | $46.6K | Sell |
650
-100
| -13% | -$7.17K | ﹤0.01% | 319 |
|
|
2023
Q4 | $52.6K | Buy |
750
+100
| +15% | +$7.01K | 0.01% | 301 |
|
|
2023
Q3 | $42.1K | Hold |
650
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $45.7K | Hold |
650
| – | – | ﹤0.01% | 303 |
|
|
2023
Q1 | $45.2K | Hold |
650
| – | – | ﹤0.01% | 322 |
|
|
2022
Q4 | $46.4K | Hold |
650
| – | – | 0.01% | 319 |
|
|
2022
Q3 | $44K | Hold |
650
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $46K | Hold |
650
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $47K | Hold |
650
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $45K | Buy |
+650
| New | +$45K | ﹤0.01% | 498 |
|