Whitney & Co’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
Q4 | $266K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $57K | Sell |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $3.52M | Sell |
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|
2017
Q4 | $4.5M | Sell |
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|
2017
Q3 | $4.48M | Buy |
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|
2017
Q2 | $4.48M | Buy |
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|
2017
Q1 | $4.49M | Buy |
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|
2016
Q4 | $4.32M | Buy |
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|
2016
Q3 | $4.35M | Sell |
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|
2016
Q2 | $4.58M | Sell |
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|
2016
Q1 | $4.42M | Buy |
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|
2015
Q4 | $3.94M | Buy |
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|
2015
Q3 | $3.73M | Buy |
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|
2015
Q2 | $3.39M | Buy |
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|
2015
Q1 | $3.52M | Buy |
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|
2014
Q4 | $3.73M | Buy |
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|
2014
Q3 | $2.99M | Buy |
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|
2014
Q2 | $3.08M | Buy |
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|
2014
Q1 | $2.81M | Buy |
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|
2013
Q4 | $2.49M | Buy |
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|
2013
Q3 | $1.98M | Buy |
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|
2013
Q2 | $2.05M | Buy |
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