CB
Cadence Bank’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
15,664
+444
| +3% | +$40.8K | 0.09% | 145 |
|
|
2025
Q1 | $1.4M | Buy |
15,220
+1,010
| +7% | +$92.9K | 0.1% | 134 |
|
|
2024
Q4 | $1.17M | Sell |
14,210
-1,385
| -9% | -$114K | 0.08% | 148 |
|
|
2024
Q3 | $1.41M | Buy |
15,595
+430
| +3% | +$38.8K | 0.1% | 143 |
|
|
2024
Q2 | $1.18M | Sell |
15,165
-3,200
| -17% | -$248K | 0.09% | 135 |
|
|
2024
Q1 | $1.32M | Sell |
18,365
-752
| -4% | -$53.9K | 0.1% | 141 |
|
|
2023
Q4 | $1.34M | Buy |
19,117
+2,532
| +15% | +$178K | 0.11% | 131 |
|
|
2023
Q3 | $1.07M | Sell |
16,585
-54
| -0.3% | -$3.5K | 0.09% | 143 |
|
|
2023
Q2 | $1.17M | Buy |
16,639
+383
| +2% | +$26.9K | 0.1% | 140 |
|
|
2023
Q1 | $1.13M | Buy |
16,256
+40
| +0.2% | +$2.78K | 0.1% | 141 |
|
|
2022
Q4 | $1.16M | Buy |
16,216
+60
| +0.4% | +$4.29K | 0.11% | 136 |
|
|
2022
Q3 | $1.1M | Buy |
16,156
+5,651
| +54% | +$384K | 0.11% | 132 |
|
|
2022
Q2 | $749K | Sell |
10,505
-1,573
| -13% | -$112K | 0.11% | 95 |
|
|
2022
Q1 | $876K | Sell |
12,078
-850
| -7% | -$61.6K | 0.11% | 96 |
|
|
2021
Q4 | $886K | Buy |
12,928
+200
| +2% | +$13.7K | 0.11% | 105 |
|
|
2021
Q3 | $789K | Hold |
12,728
| – | – | 0.11% | 111 |
|
|
2021
Q2 | $770K | Sell |
12,728
-1,228
| -9% | -$74.3K | 0.11% | 107 |
|
|
2021
Q1 | $867K | Hold |
13,956
| – | – | 0.13% | 97 |
|
|
2020
Q4 | $858K | Sell |
13,956
-78
| -0.6% | -$4.8K | 0.13% | 110 |
|
|
2020
Q3 | $761K | Buy |
14,034
+182
| +1% | +$9.87K | 0.15% | 100 |
|
|
2020
Q2 | $718K | Buy |
13,852
+2,183
| +19% | +$113K | 0.15% | 101 |
|
|
2020
Q1 | $632K | Sell |
11,669
-1,757
| -13% | -$95.2K | 0.16% | 97 |
|
|
2019
Q4 | $855K | Buy |
13,426
+583
| +5% | +$37.1K | 0.16% | 99 |
|
|
2019
Q3 | $794K | Sell |
12,843
-2,253
| -15% | -$139K | 0.07% | 107 |
|
|
2019
Q2 | $834K | Buy |
15,096
+319
| +2% | +$17.6K | 0.08% | 101 |
|
|
2019
Q1 | $764K | Sell |
14,777
-4,180
| -22% | -$216K | 0.08% | 108 |
|
|
2018
Q4 | $833K | Buy |
18,957
+1,613
| +9% | +$70.9K | 0.1% | 100 |
|
|
2018
Q3 | $756K | Sell |
17,344
-1,264
| -7% | -$55.1K | 0.07% | 117 |
|
|
2018
Q2 | $862K | Sell |
18,608
-902
| -5% | -$41.8K | 0.08% | 104 |
|
|
2018
Q1 | $871K | Sell |
19,510
-131
| -0.7% | -$5.85K | 0.08% | 101 |
|
|
2017
Q4 | $944K | Buy |
+19,641
| New | +$944K | 0.09% | 96 |
|