People's United Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $710K | Sell |
9,793
-662
| -6% | -$44.8K | 0.02% | 392 |
|
|
2021
Q4 | $717K | Sell |
10,455
-2,530
| -19% | -$161K | 0.02% | 422 |
|
|
2021
Q3 | $805K | Buy |
12,985
+1,001
| +8% | +$64.4K | 0.02% | 426 |
|
|
2021
Q2 | $725K | Sell |
11,984
-1,020
| -8% | -$65.2K | 0.02% | 446 |
|
|
2021
Q1 | $808K | Sell |
13,004
-1,930
| -13% | -$116K | 0.02% | 402 |
|
|
2020
Q4 | $917K | Sell |
14,934
-550
| -4% | -$33.1K | 0.02% | 354 |
|
|
2020
Q3 | $840K | Sell |
15,484
-4,863
| -24% | -$260K | 0.02% | 336 |
|
|
2020
Q2 | $1.05M | Sell |
20,347
-1,903
| -9% | -$106K | 0.03% | 286 |
|
|
2020
Q1 | $1.21M | Buy |
22,250
+2,005
| +10% | +$127K | 0.04% | 243 |
|
|
2019
Q4 | $1.29M | Buy |
20,245
+784
| +4% | +$48.6K | 0.04% | 312 |
|
|
2019
Q3 | $1.2M | Sell |
19,461
-321
| -2% | -$18.6K | 0.03% | 340 |
|
|
2019
Q2 | $1.09M | Sell |
19,782
-9,862
| -33% | -$528K | 0.03% | 375 |
|
|
2019
Q1 | $1.53M | Buy |
29,644
+559
| +2% | +$27.4K | 0.05% | 301 |
|
|
2018
Q4 | $1.28M | Sell |
29,085
-1,367
| -4% | -$62.1K | 0.04% | 312 |
|
|
2018
Q3 | $1.33M | Sell |
30,452
-3,083
| -9% | -$142K | 0.04% | 295 |
|
|
2018
Q2 | $1.55M | Sell |
33,535
-5,900
| -15% | -$264K | 0.04% | 340 |
|
|
2018
Q1 | $1.76M | Sell |
39,435
-12,975
| -25% | -$576K | 0.06% | 252 |
|
|
2017
Q4 | $2.52M | Sell |
52,410
-2,656
| -5% | -$135K | 0.08% | 204 |
|
|
2017
Q3 | $2.71M | Buy |
55,066
+1,036
| +2% | +$50.2K | 0.09% | 188 |
|
|
2017
Q2 | $2.59M | Sell |
54,030
-1,781
| -3% | -$89.3K | 0.09% | 192 |
|
|
2017
Q1 | $2.78M | Buy |
55,811
+383
| +0.7% | +$18.9K | 0.1% | 177 |
|
|
2016
Q4 | $2.73M | Buy |
55,428
+5,642
| +11% | +$277K | 0.1% | 170 |
|
|
2016
Q3 | $2.55M | Buy |
49,786
+635
| +1% | +$33.4K | 0.13% | 130 |
|
|
2016
Q2 | $2.64M | Buy |
49,151
+1,178
| +2% | +$59.2K | 0.14% | 128 |
|
|
2016
Q1 | $2.48M | Sell |
47,973
-2,168
| -4% | -$106K | 0.13% | 134 |
|
|
2015
Q4 | $2.35M | Buy |
50,141
+829
| +2% | +$37.6K | 0.12% | 145 |
|
|
2015
Q3 | $2.2M | Buy |
49,312
+2,281
| +5% | +$100K | 0.12% | 147 |
|
|
2015
Q2 | $1.97M | Sell |
47,031
-5,484
| -10% | -$239K | 0.1% | 174 |
|
|
2015
Q1 | $2.33M | Sell |
52,515
-1,292
| -2% | -$61.4K | 0.12% | 154 |
|
|
2014
Q4 | $2.64M | Buy |
53,807
+342
| +0.6% | +$16.1K | 0.13% | 146 |
|
|
2014
Q3 | $2.33M | Buy |
53,465
+536
| +1% | +$23.5K | 0.12% | 148 |
|
|
2014
Q2 | $2.4M | Buy |
52,929
+2,871
| +6% | +$127K | 0.13% | 146 |
|
|
2014
Q1 | $2.2M | Sell |
50,058
-5,399
| -10% | -$226K | 0.13% | 132 |
|
|
2013
Q4 | $2.28M | Sell |
55,457
-10,318
| -16% | -$426K | 0.13% | 128 |
|
|
2013
Q3 | $2.71M | Sell |
65,775
-968
| -1% | -$41.7K | 0.17% | 100 |
|
|
2013
Q2 | $2.94M | Buy |
+66,743
| New | +$3.07M | 0.19% | 91 |
|
Other funds holding SO
People's United Financial's SO Position: Q1 2022 in Review
People's United Financial reduced its Southern Company (SO) stake by 6.3% in Q1 2022, selling an estimated $44.8K and leaving 9,793 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #392.
People's United Financial first reported a position in SO in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.94M in Q2 2013. 1,700 funds tracked by Wall St. Rank hold SO as of Q1 2022.
- People's United Financial held 9,793 shares of Southern Company worth $710K as of Q1 2022.
- People's United Financial sold 662 Southern Company shares in Q1 2022, an estimated $44.8K.
- Southern Company made up 0.02% of People's United Financial's portfolio in Q1 2022, its #392 holding.
- People's United Financial first reported a position in Southern Company in Q2 2013 and has held it in 36 quarters since.
- People's United Financial's Southern Company position peaked at $2.94M in Q2 2013.
- 1,700 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.
Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.