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Cambridge Trust Co

SEC CIK
0001074272
Latest filing
May 30, 2024

SO holding history

Southern Co in every 13F filed by Cambridge Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q1 2024 holdings

Shares (Q1 2024)
7,187
Value
$515.6K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of SO by Cambridge Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20247,187$515.6K<0.1%00.0%UnchangedHolders
Q4 20237,187$504.0K<0.1%−151−2.1%ReducedHolders
Q3 20237,338$474.9K<0.1%+1,333+22.2%AddedHolders
Q2 20236,005$421.9K<0.1%−190−3.1%ReducedHolders
Q1 20236,195$431.0K<0.1%−2,670−30.1%ReducedHolders
Q4 20228,865$633.0K<0.1%+397+4.7%AddedHolders
Q3 20228,468$576.0K<0.1%−197−2.3%ReducedHolders
Q2 20228,665$618.0K<0.1%+1,185+15.8%AddedHolders
Q1 20227,480$542.0K<0.1%−500−6.3%ReducedHolders
Q4 20217,980$547.0K<0.1%+722+9.9%AddedHolders
Q3 20217,258$450.0K<0.1%−185−2.5%ReducedHolders
Q2 20217,443$450.0K<0.1%−44−0.6%ReducedHolders
Q1 20217,487$465.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.