Whittier 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 | $113K | Sell |
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|
2025
Q2 | $138K | Buy |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $98K | Sell |
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|
2024
Q3 | $109K | Sell |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $103K | Sell |
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|
2023
Q4 | $114K | Sell |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $132K | Buy |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $120K | Sell |
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|
2020
Q4 | $135K | Sell |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $123K | Buy |
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|
2019
Q4 | $132K | Buy |
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|
2019
Q3 | $120K | Buy |
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|
2019
Q2 | $104K | Hold |
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|
2019
Q1 | $98K | Buy |
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|
2018
Q4 | $82K | Hold |
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|
2018
Q3 | $81K | Hold |
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|
2018
Q2 | $87K | Hold |
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|
2018
Q1 | $83K | Hold |
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|
2017
Q4 | $89K | Buy |
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|
2017
Q3 | $80K | Sell |
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|
2017
Q2 | $118K | Hold |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $127K | Hold |
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|
2016
Q2 | $132K | Hold |
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|
2016
Q1 | $127K | Buy |
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|
2015
Q4 | $102K | Sell |
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|
2015
Q3 | $99K | Buy |
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|
2015
Q2 | $93K | Sell |
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|
2015
Q1 | $147K | Buy |
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|
2014
Q4 | $163K | Buy |
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|
2014
Q3 | $139K | Sell |
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|
2014
Q2 | $168K | Sell |
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|
2014
Q1 | $230K | Hold |
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|
2013
Q4 | $215K | Sell |
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|
2013
Q3 | $242K | Hold |
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|
2013
Q2 | $260K | Buy |
|