Whittier Trust’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 | $138K | Buy |
1,503
+312
| +26% | +$28.7K | ﹤0.01% | 724 |
|
|
2025
Q1 | $110K | Hold |
1,191
| – | – | ﹤0.01% | 759 |
|
|
2024
Q4 | $98K | Sell |
1,191
-19
| -2% | -$1.56K | ﹤0.01% | 795 |
|
|
2024
Q3 | $109K | Sell |
1,210
-221
| -15% | -$19.9K | ﹤0.01% | 773 |
|
|
2024
Q2 | $111K | Hold |
1,431
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $103K | Sell |
1,431
-200
| -12% | -$14.3K | ﹤0.01% | 776 |
|
|
2023
Q4 | $114K | Sell |
1,631
-140
| -8% | -$9.82K | ﹤0.01% | 739 |
|
|
2023
Q3 | $115K | Buy |
1,771
+193
| +12% | +$12.5K | ﹤0.01% | 741 |
|
|
2023
Q2 | $111K | Sell |
1,578
-1,357
| -46% | -$95.3K | ﹤0.01% | 762 |
|
|
2023
Q1 | $204K | Hold |
2,935
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $210K | Sell |
2,935
-25
| -0.8% | -$1.79K | ﹤0.01% | 633 |
|
|
2022
Q3 | $201K | Sell |
2,960
-334
| -10% | -$22.7K | ﹤0.01% | 637 |
|
|
2022
Q2 | $235K | Buy |
3,294
+101
| +3% | +$7.21K | ﹤0.01% | 601 |
|
|
2022
Q1 | $232K | Sell |
3,193
-630
| -16% | -$45.8K | ﹤0.01% | 637 |
|
|
2021
Q4 | $262K | Buy |
3,823
+1,700
| +80% | +$117K | ﹤0.01% | 617 |
|
|
2021
Q3 | $132K | Buy |
2,123
+200
| +10% | +$12.4K | ﹤0.01% | 722 |
|
|
2021
Q2 | $116K | Hold |
1,923
| – | – | ﹤0.01% | 763 |
|
|
2021
Q1 | $120K | Sell |
1,923
-283
| -13% | -$17.7K | ﹤0.01% | 742 |
|
|
2020
Q4 | $135K | Sell |
2,206
-65
| -3% | -$3.98K | ﹤0.01% | 661 |
|
|
2020
Q3 | $123K | Hold |
2,271
| – | – | ﹤0.01% | 667 |
|
|
2020
Q2 | $118K | Hold |
2,271
| – | – | ﹤0.01% | 647 |
|
|
2020
Q1 | $123K | Buy |
2,271
+194
| +9% | +$10.5K | ﹤0.01% | 623 |
|
|
2019
Q4 | $132K | Buy |
2,077
+136
| +7% | +$8.64K | ﹤0.01% | 641 |
|
|
2019
Q3 | $120K | Buy |
1,941
+57
| +3% | +$3.52K | ﹤0.01% | 647 |
|
|
2019
Q2 | $104K | Hold |
1,884
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $98K | Buy |
1,884
+26
| +1% | +$1.35K | ﹤0.01% | 666 |
|
|
2018
Q4 | $82K | Hold |
1,858
| – | – | ﹤0.01% | 680 |
|
|
2018
Q3 | $81K | Hold |
1,858
| – | – | ﹤0.01% | 678 |
|
|
2018
Q2 | $87K | Hold |
1,858
| – | – | ﹤0.01% | 643 |
|
|
2018
Q1 | $83K | Hold |
1,858
| – | – | ﹤0.01% | 678 |
|
|
2017
Q4 | $89K | Buy |
1,858
+240
| +15% | +$11.5K | ﹤0.01% | 644 |
|
|
2017
Q3 | $80K | Sell |
1,618
-851
| -34% | -$42.1K | ﹤0.01% | 647 |
|
|
2017
Q2 | $118K | Hold |
2,469
| – | – | ﹤0.01% | 551 |
|
|
2017
Q1 | $123K | Hold |
2,469
| – | – | 0.01% | 549 |
|
|
2016
Q4 | $122K | Hold |
2,469
| – | – | 0.01% | 545 |
|
|
2016
Q3 | $127K | Hold |
2,469
| – | – | 0.01% | 529 |
|
|
2016
Q2 | $132K | Hold |
2,469
| – | – | 0.01% | 529 |
|
|
2016
Q1 | $127K | Buy |
2,469
+300
| +14% | +$15.4K | 0.01% | 535 |
|
|
2015
Q4 | $102K | Sell |
2,169
-41
| -2% | -$1.93K | ﹤0.01% | 587 |
|
|
2015
Q3 | $99K | Buy |
2,210
+1
| +0% | +$45 | ﹤0.01% | 581 |
|
|
2015
Q2 | $93K | Sell |
2,209
-1,098
| -33% | -$46.2K | ﹤0.01% | 612 |
|
|
2015
Q1 | $147K | Buy |
3,307
+1
| +0% | +$44 | 0.01% | 510 |
|
|
2014
Q4 | $163K | Buy |
3,306
+117
| +4% | +$5.77K | 0.01% | 469 |
|
|
2014
Q3 | $139K | Sell |
3,189
-525
| -14% | -$22.9K | 0.01% | 479 |
|
|
2014
Q2 | $168K | Sell |
3,714
-1,515
| -29% | -$68.5K | 0.01% | 459 |
|
|
2014
Q1 | $230K | Hold |
5,229
| – | – | 0.01% | 419 |
|
|
2013
Q4 | $215K | Sell |
5,229
-650
| -11% | -$26.7K | 0.01% | 421 |
|
|
2013
Q3 | $242K | Hold |
5,879
| – | – | 0.01% | 415 |
|
|
2013
Q2 | $260K | Buy |
+5,879
| New | +$260K | 0.01% | 393 |
|