Washington Trust’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 | $711K | Sell |
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|
2025
Q2 | $694K | Buy |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $432K | Hold |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $291K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $273K | Sell |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $464K | Hold |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $415K | Buy |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $200K | Sell |
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|
2018
Q2 | $375K | Buy |
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|
2018
Q1 | $280K | Hold |
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|
2017
Q4 | $301K | Hold |
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|
2017
Q3 | $308K | Sell |
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|
2017
Q2 | $306K | Buy |
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|
2017
Q1 | $310K | Sell |
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|
2016
Q4 | $394K | Buy |
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|
2016
Q3 | $376K | Hold |
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|
2016
Q2 | $392K | Sell |
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|
2016
Q1 | $561K | Buy |
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|
2015
Q4 | $488K | Buy |
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|
2015
Q3 | $445K | Buy |
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|
2015
Q2 | $342K | Hold |
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|
2015
Q1 | $361K | Sell |
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|
2014
Q4 | $403K | Sell |
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|
2014
Q3 | $424K | Hold |
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|
2014
Q2 | $441K | Sell |
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|
2014
Q1 | $443K | Sell |
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|
2013
Q4 | $445K | Sell |
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|
2013
Q3 | $584K | Sell |
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|
2013
Q2 | $670K | Buy |
|