First United Bank & Trust’s Southern Company SO Stock Holding History

First United Bank & Trust’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.13M	Buy	23,224 +1,272	+6%	+$117K	0.74%	40
2025 Q1	$2.02M	Buy	21,952 +711	+3%	+$65.4K	0.75%	43
2024 Q4	$1.75M	Buy	21,241 +831	+4%	+$68.4K	0.64%	48
2024 Q3	$1.84M	Sell	20,410 -53	-0.3%	-$4.78K	0.66%	47
2024 Q2	$1.59M	Buy	20,463 +560	+3%	+$43.4K	0.59%	47
2024 Q1	$1.43M	Buy	19,903 +2,110	+12%	+$151K	0.53%	52
2023 Q4	$1.25M	Buy	17,793 +1,755	+11%	+$123K	0.5%	55
2023 Q3	$1.04M	Buy	16,038 +1,205	+8%	+$78K	0.48%	64
2023 Q2	$1.04M	Buy	14,833 +263	+2%	+$18.5K	0.46%	62
2023 Q1	$1.01M	Buy	14,570 +537	+4%	+$37.4K	0.48%	62
2022 Q4	$1M	Buy	14,033 +595	+4%	+$42.5K	0.49%	61
2022 Q3	$914K	Sell	13,438 -95	-0.7%	-$6.46K	0.46%	65
2022 Q2	$965K	Sell	13,533 -2,149	-14%	-$153K	0.44%	64
2022 Q1	$1.14M	Buy	15,682 +186	+1%	+$13.5K	0.45%	60
2021 Q4	$1.06M	Sell	15,496 -110	-0.7%	-$7.55K	0.39%	73
2021 Q3	$967K	Sell	15,606 -85	-0.5%	-$5.27K	0.39%	70
2021 Q2	$949K	Sell	15,691 -1,382	-8%	-$83.6K	0.4%	73
2021 Q1	$1.06M	Buy	17,073 +2,809	+20%	+$175K	0.45%	69
2020 Q4	$876K	Sell	14,264 -285	-2%	-$17.5K	0.42%	72
2020 Q3	$789K	Sell	14,549 -115	-0.8%	-$6.24K	0.44%	70
2020 Q2	$760K	Sell	14,664 -170	-1%	-$8.81K	0.45%	69
2020 Q1	$803K	Sell	14,834 -50	-0.3%	-$2.71K	0.57%	59
2019 Q4	$948K	Sell	14,884 -663	-4%	-$42.2K	0.55%	60
2019 Q3	$960K	Sell	15,547 -2,350	-13%	-$145K	0.6%	61
2019 Q2	$989K	Sell	17,897 -687	-4%	-$38K	0.58%	61
2019 Q1	$960K	Sell	18,584 -525	-3%	-$27.1K	0.59%	62
2018 Q4	$839K	Sell	19,109 -275	-1%	-$12.1K	0.59%	63
2018 Q3	$845K	Sell	19,384 -2,626	-12%	-$114K	0.53%	64
2018 Q2	$1.02M	Sell	22,010 -365	-2%	-$16.9K	0.68%	58
2018 Q1	$999K	Sell	22,375 -335	-1%	-$15K	0.66%	60
2017 Q4	$1.09M	Sell	22,710 -1,014	-4%	-$48.8K	0.71%	55
2017 Q3	$1.17M	Sell	23,724 -1,975	-8%	-$97.1K	0.78%	51
2017 Q2	$1.23M	Sell	25,699 -700	-3%	-$33.5K	0.83%	47
2017 Q1	$1.31M	Sell	26,399 -3,141	-11%	-$156K	0.92%	40
2016 Q4	$1.45M	Buy	29,540 +1,330	+5%	+$65.4K	1.1%	34
2016 Q3	$1.45M	Buy	28,210 +465	+2%	+$23.9K	1.2%	29
2016 Q2	$1.49M	Buy	27,745 +280	+1%	+$15K	1.29%	28
2016 Q1	$1.42M	Buy	27,465 +1,740	+7%	+$90K	1.31%	28
2015 Q4	$1.2M	Sell	25,725 -160	-0.6%	-$7.49K	1.09%	35
2015 Q3	$1.16M	Sell	25,885 -270	-1%	-$12.1K	1.13%	33
2015 Q2	$1.1M	Buy	26,155 +110	+0.4%	+$4.61K	1%	37
2015 Q1	$1.15M	Buy	26,045 +718	+3%	+$31.8K	1.05%	35
2014 Q4	$1.24M	Buy	25,327 +1,065	+4%	+$52.3K	1.2%	34
2014 Q3	$1.06M	Buy	+24,262	New	+$1.06M	1.08%	37