Welch & Forbes’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 | $620K | Buy |
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|
2025
Q2 | $557K | Sell |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $558K | Buy |
|
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|
2024
Q3 | $597K | Buy |
|
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|
2024
Q2 | $511K | Sell |
|
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|
2024
Q1 | $510K | Sell |
|
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|
2023
Q4 | $525K | Sell |
|
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|
2023
Q3 | $528K | Sell |
|
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|
2023
Q2 | $610K | Sell |
|
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|
2023
Q1 | $621K | Sell |
|
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $676K | Sell |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.04M | Buy |
|
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|
2021
Q4 | $814K | Sell |
|
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|
2021
Q3 | $839K | Buy |
|
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|
2021
Q2 | $745K | Sell |
|
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|
2021
Q1 | $768K | Sell |
|
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|
2020
Q4 | $786K | Hold |
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|
2020
Q3 | $694K | Buy |
|
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|
2020
Q2 | $659K | Buy |
|
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|
2020
Q1 | $687K | Hold |
|
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|
2019
Q4 | $809K | Hold |
|
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|
2019
Q3 | $784K | Hold |
|
|||||
|
2019
Q2 | $702K | Sell |
|
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|
2019
Q1 | $707K | Hold |
|
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|
2018
Q4 | $601K | Buy |
|
|||||
|
2018
Q3 | $583K | Sell |
|
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|
2018
Q2 | $779K | Hold |
|
|||||
|
2018
Q1 | $751K | Hold |
|
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|
2017
Q4 | $809K | Hold |
|
|||||
|
2017
Q3 | $827K | Sell |
|
|||||
|
2017
Q2 | $818K | Buy |
|
|||||
|
2017
Q1 | $500K | Sell |
|
|||||
|
2016
Q4 | $516K | Sell |
|
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|
2016
Q3 | $542K | Sell |
|
|||||
|
2016
Q2 | $584K | Hold |
|
|||||
|
2016
Q1 | $563K | Sell |
|
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|
2015
Q4 | $519K | Buy |
|
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|
2015
Q3 | $433K | Sell |
|
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|
2015
Q2 | $448K | Buy |
|
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|
2015
Q1 | $363K | Sell |
|
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|
2014
Q4 | $485K | Hold |
|
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|
2014
Q3 | $431K | Sell |
|
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|
2014
Q2 | $549K | Sell |
|
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|
2014
Q1 | $1.11M | Sell |
|
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|
2013
Q4 | $1.08M | Hold |
|
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|
2013
Q3 | $1.08M | Buy |
|
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|
2013
Q2 | $578K | Buy |
|