WhitTier Trust Company’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 | $242K | Sell |
2,632
-2
| -0.1% | -$184 | 0.01% | 498 |
|
|
2025
Q1 | $242K | Buy |
2,634
+131
| +5% | +$12K | 0.01% | 492 |
|
|
2024
Q4 | $206K | Sell |
2,503
-207
| -8% | -$17K | 0.01% | 492 |
|
|
2024
Q3 | $244K | Buy |
2,710
+292
| +12% | +$26.3K | 0.01% | 453 |
|
|
2024
Q2 | $188K | Buy |
2,418
+1,242
| +106% | +$96.3K | 0.01% | 464 |
|
|
2024
Q1 | $84.4K | Sell |
1,176
-1,826
| -61% | -$131K | ﹤0.01% | 586 |
|
|
2023
Q4 | $210K | Buy |
3,002
+678
| +29% | +$47.5K | 0.01% | 456 |
|
|
2023
Q3 | $150K | Buy |
2,324
+1,633
| +236% | +$106K | 0.01% | 486 |
|
|
2023
Q2 | $48.5K | Buy |
691
+371
| +116% | +$26.1K | ﹤0.01% | 678 |
|
|
2023
Q1 | $22.3K | Sell |
320
-40
| -11% | -$2.78K | ﹤0.01% | 826 |
|
|
2022
Q4 | $25.7K | Buy |
360
+20
| +6% | +$1.43K | ﹤0.01% | 800 |
|
|
2022
Q3 | $23K | Hold |
340
| – | – | ﹤0.01% | 795 |
|
|
2022
Q2 | $24K | Buy |
340
+20
| +6% | +$1.41K | ﹤0.01% | 791 |
|
|
2022
Q1 | $23K | Hold |
320
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $22K | Hold |
320
| – | – | ﹤0.01% | 791 |
|
|
2021
Q3 | $20K | Hold |
320
| – | – | ﹤0.01% | 833 |
|
|
2021
Q2 | $19K | Hold |
320
| – | – | ﹤0.01% | 802 |
|
|
2021
Q1 | $20K | Hold |
320
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $20K | Hold |
320
| – | – | ﹤0.01% | 755 |
|
|
2020
Q3 | $17K | Hold |
320
| – | – | ﹤0.01% | 759 |
|
|
2020
Q2 | $17K | Hold |
320
| – | – | ﹤0.01% | 739 |
|
|
2020
Q1 | $17K | Hold |
320
| – | – | ﹤0.01% | 724 |
|
|
2019
Q4 | $20K | Hold |
320
| – | – | ﹤0.01% | 749 |
|
|
2019
Q3 | $20K | Hold |
320
| – | – | ﹤0.01% | 737 |
|
|
2019
Q2 | $18K | Hold |
320
| – | – | ﹤0.01% | 754 |
|
|
2019
Q1 | $17K | Hold |
320
| – | – | ﹤0.01% | 756 |
|
|
2018
Q4 | $14K | Hold |
320
| – | – | ﹤0.01% | 788 |
|
|
2018
Q3 | $14K | Hold |
320
| – | – | ﹤0.01% | 790 |
|
|
2018
Q2 | $15K | Sell |
320
-1,200
| -79% | -$56.3K | ﹤0.01% | 786 |
|
|
2018
Q1 | $68K | Sell |
1,520
-459
| -23% | -$20.5K | 0.01% | 552 |
|
|
2017
Q4 | $95K | Hold |
1,979
| – | – | 0.01% | 482 |
|
|
2017
Q3 | $97K | Hold |
1,979
| – | – | 0.01% | 443 |
|
|
2017
Q2 | $95K | Hold |
1,979
| – | – | 0.01% | 435 |
|
|
2017
Q1 | $98K | Hold |
1,979
| – | – | 0.01% | 432 |
|
|
2016
Q4 | $97K | Sell |
1,979
-281
| -12% | -$13.8K | 0.01% | 431 |
|
|
2016
Q3 | $116K | Hold |
2,260
| – | – | 0.01% | 408 |
|
|
2016
Q2 | $121K | Hold |
2,260
| – | – | 0.01% | 399 |
|
|
2016
Q1 | $117K | Hold |
2,260
| – | – | 0.01% | 403 |
|
|
2015
Q4 | $106K | Buy |
2,260
+320
| +16% | +$15K | 0.01% | 422 |
|
|
2015
Q3 | $87K | Hold |
1,940
| – | – | 0.01% | 438 |
|
|
2015
Q2 | $81K | Hold |
1,940
| – | – | 0.01% | 476 |
|
|
2015
Q1 | $86K | Hold |
1,940
| – | – | 0.01% | 467 |
|
|
2014
Q4 | $95K | Hold |
1,940
| – | – | 0.01% | 443 |
|
|
2014
Q3 | $85K | Hold |
1,940
| – | – | 0.01% | 457 |
|
|
2014
Q2 | $88K | Sell |
1,940
-718
| -27% | -$32.6K | 0.01% | 459 |
|
|
2014
Q1 | $117K | Buy |
2,658
+718
| +37% | +$31.6K | 0.01% | 417 |
|
|
2013
Q4 | $80K | Hold |
1,940
| – | – | 0.01% | 464 |
|
|
2013
Q3 | $80K | Hold |
1,940
| – | – | 0.01% | 448 |
|
|
2013
Q2 | $86K | Buy |
+1,940
| New | +$86K | 0.01% | 429 |
|