Atlantic Union Bankshares’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 | $2.18M | Buy |
23,780
+15,396
| +184% | +$1.41M | 0.05% | 252 |
|
|
2025
Q1 | $771K | Buy |
8,384
+150
| +2% | +$13.8K | 0.05% | 195 |
|
|
2024
Q4 | $678K | Hold |
8,234
| – | – | 0.04% | 213 |
|
|
2024
Q3 | $743K | Hold |
8,234
| – | – | 0.04% | 217 |
|
|
2024
Q2 | $639K | Sell |
8,234
-1
| -0% | -$78 | 0.04% | 221 |
|
|
2024
Q1 | $591K | Sell |
8,235
-200
| -2% | -$14.3K | 0.05% | 200 |
|
|
2023
Q4 | $591K | Hold |
8,435
| – | – | 0.05% | 200 |
|
|
2023
Q3 | $546K | Sell |
8,435
-156
| -2% | -$10.1K | 0.06% | 205 |
|
|
2023
Q2 | $604K | Sell |
8,591
-1,610
| -16% | -$113K | 0.06% | 205 |
|
|
2023
Q1 | $710K | Sell |
10,201
-787
| -7% | -$54.8K | 0.07% | 158 |
|
|
2022
Q4 | $785K | Sell |
10,988
-1,665
| -13% | -$119K | 0.08% | 145 |
|
|
2022
Q3 | $861K | Sell |
12,653
-505
| -4% | -$34.4K | 0.1% | 133 |
|
|
2022
Q2 | $938K | Buy |
13,158
+982
| +8% | +$70K | 0.1% | 135 |
|
|
2022
Q1 | $883K | Sell |
12,176
-1,173
| -9% | -$85.1K | 0.08% | 147 |
|
|
2021
Q4 | $915K | Sell |
13,349
-1,047
| -7% | -$71.8K | 0.08% | 144 |
|
|
2021
Q3 | $892K | Buy |
14,396
+482
| +3% | +$29.9K | 0.08% | 152 |
|
|
2021
Q2 | $842K | Sell |
13,914
-325
| -2% | -$19.7K | 0.08% | 160 |
|
|
2021
Q1 | $885K | Sell |
14,239
-300
| -2% | -$18.6K | 0.09% | 149 |
|
|
2020
Q4 | $893K | Hold |
14,539
| – | – | 0.09% | 149 |
|
|
2020
Q3 | $789K | Sell |
14,539
-221
| -1% | -$12K | 0.09% | 149 |
|
|
2020
Q2 | $765K | Sell |
14,760
-225
| -2% | -$11.7K | 0.1% | 155 |
|
|
2020
Q1 | $812K | Hold |
14,985
| – | – | 0.12% | 144 |
|
|
2019
Q4 | $955K | Buy |
14,985
+65
| +0.4% | +$4.14K | 0.12% | 144 |
|
|
2019
Q3 | $922K | Sell |
14,920
-40
| -0.3% | -$2.47K | 0.12% | 138 |
|
|
2019
Q2 | $827K | Buy |
14,960
+9,760
| +188% | +$540K | 0.11% | 149 |
|
|
2019
Q1 | $268K | Sell |
5,200
-80
| -2% | -$4.12K | 0.07% | 116 |
|
|
2018
Q4 | $232K | Sell |
5,280
-357
| -6% | -$15.7K | 0.08% | 115 |
|
|
2018
Q3 | $246K | Sell |
5,637
-400
| -7% | -$17.5K | 0.07% | 117 |
|
|
2018
Q2 | $280K | Sell |
6,037
-2,350
| -28% | -$109K | 0.09% | 108 |
|
|
2018
Q1 | $374K | Sell |
8,387
-85
| -1% | -$3.79K | 0.12% | 102 |
|
|
2017
Q4 | $408K | Sell |
8,472
-70
| -0.8% | -$3.37K | 0.13% | 99 |
|
|
2017
Q3 | $420K | Sell |
8,542
-418
| -5% | -$20.6K | 0.14% | 99 |
|
|
2017
Q2 | $429 | Buy |
8,960
+75
| +0.8% | +$4 | 0.15% | 97 |
|
|
2017
Q1 | $442 | Sell |
8,885
-105
| -1% | -$5 | 0.16% | 93 |
|
|
2016
Q4 | $443K | Buy |
8,990
+43
| +0.5% | +$2.12K | 0.16% | 98 |
|
|
2016
Q3 | $459K | Hold |
8,947
| – | – | 0.18% | 97 |
|
|
2016
Q2 | $479K | Buy |
8,947
+91
| +1% | +$4.87K | 0.18% | 94 |
|
|
2016
Q1 | $458K | Buy |
8,856
+445
| +5% | +$23K | 0.19% | 94 |
|
|
2015
Q4 | $394K | Sell |
8,411
-1,583
| -16% | -$74.2K | 0.17% | 99 |
|
|
2015
Q3 | $447K | Sell |
9,994
-200
| -2% | -$8.95K | 0.21% | 95 |
|
|
2015
Q2 | $427K | Buy |
10,194
+480
| +5% | +$20.1K | 0.2% | 91 |
|
|
2015
Q1 | $430K | Sell |
9,714
-590
| -6% | -$26.1K | 0.2% | 92 |
|
|
2014
Q4 | $506K | Sell |
10,304
-1,620
| -14% | -$79.6K | 0.23% | 90 |
|
|
2014
Q3 | $520K | Sell |
11,924
-800
| -6% | -$34.9K | 0.24% | 90 |
|
|
2014
Q2 | $577K | Sell |
12,724
-3,133
| -20% | -$142K | 0.27% | 87 |
|
|
2014
Q1 | $689K | Buy |
+15,857
| New | +$689K | 0.32% | 81 |
|