WhitTier Trust Company’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 | $248K | Sell |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $244K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $84.4K | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $48.5K | Buy |
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|
2023
Q1 | $22.3K | Sell |
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|
2022
Q4 | $25.7K | Buy |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $17K | Hold |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $14K | Hold |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $68K | Sell |
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|
2017
Q4 | $95K | Hold |
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|
2017
Q3 | $97K | Hold |
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|
2017
Q2 | $95K | Hold |
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|
2017
Q1 | $98K | Hold |
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|
2016
Q4 | $97K | Sell |
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|
2016
Q3 | $116K | Hold |
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|
2016
Q2 | $121K | Hold |
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|
2016
Q1 | $117K | Hold |
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|
2015
Q4 | $106K | Buy |
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|
2015
Q3 | $87K | Hold |
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|
2015
Q2 | $81K | Hold |
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|
2015
Q1 | $86K | Hold |
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|
2014
Q4 | $95K | Hold |
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|
2014
Q3 | $85K | Hold |
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|
2014
Q2 | $88K | Sell |
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|
2014
Q1 | $117K | Buy |
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|
2013
Q4 | $80K | Hold |
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|
2013
Q3 | $80K | Hold |
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|
2013
Q2 | $86K | Buy |
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