Sandy Spring Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.43M | Sell |
15,511
-58
| -0.4% | -$5.33K | 0.06% | 195 |
|
|
2024
Q4 | $1.28M | Sell |
15,569
-325
| -2% | -$26.8K | 0.05% | 208 |
|
|
2024
Q3 | $1.43M | Buy |
15,894
+45
| +0.3% | +$4.06K | 0.06% | 198 |
|
|
2024
Q2 | $1.23M | Sell |
15,849
-247
| -2% | -$19.2K | 0.05% | 203 |
|
|
2024
Q1 | $1.15M | Sell |
16,096
-1,216
| -7% | -$87.2K | 0.05% | 210 |
|
|
2023
Q4 | $1.21M | Buy |
17,312
+34
| +0.2% | +$2.38K | 0.06% | 198 |
|
|
2023
Q3 | $1.12M | Sell |
17,278
-522
| -3% | -$33.8K | 0.06% | 194 |
|
|
2023
Q2 | $1.25M | Buy |
17,800
+1,088
| +7% | +$76.4K | 0.07% | 192 |
|
|
2023
Q1 | $1.16M | Buy |
16,712
+851
| +5% | +$59.2K | 0.07% | 196 |
|
|
2022
Q4 | $1.13M | Sell |
15,861
-1,342
| -8% | -$95.8K | 0.07% | 195 |
|
|
2022
Q3 | $1.17M | Sell |
17,203
-647
| -4% | -$44K | 0.07% | 191 |
|
|
2022
Q2 | $1.27M | Sell |
17,850
-293
| -2% | -$20.9K | 0.08% | 187 |
|
|
2022
Q1 | $1.32M | Buy |
18,143
+575
| +3% | +$41.7K | 0.07% | 191 |
|
|
2021
Q4 | $1.21M | Sell |
17,568
-5,284
| -23% | -$362K | 0.06% | 197 |
|
|
2021
Q3 | $1.42M | Buy |
22,852
+7
| +0% | +$434 | 0.08% | 184 |
|
|
2021
Q2 | $1.38M | Sell |
22,845
-21
| -0.1% | -$1.27K | 0.07% | 185 |
|
|
2021
Q1 | $1.42M | Sell |
22,866
-55
| -0.2% | -$3.42K | 0.08% | 183 |
|
|
2020
Q4 | $1.41M | Sell |
22,921
-768
| -3% | -$47.2K | 0.09% | 173 |
|
|
2020
Q3 | $1.28M | Buy |
23,689
+716
| +3% | +$38.8K | 0.09% | 173 |
|
|
2020
Q2 | $1.19M | Buy |
22,973
+10,196
| +80% | +$529K | 0.09% | 172 |
|
|
2020
Q1 | $692K | Sell |
12,777
-1,167
| -8% | -$63.2K | 0.06% | 192 |
|
|
2019
Q4 | $889K | Sell |
13,944
-1,150
| -8% | -$73.3K | 0.06% | 197 |
|
|
2019
Q3 | $933K | Buy |
15,094
+2,158
| +17% | +$133K | 0.07% | 194 |
|
|
2019
Q2 | $715K | Buy |
12,936
+884
| +7% | +$48.9K | 0.06% | 203 |
|
|
2019
Q1 | $623K | Buy |
12,052
+4,613
| +62% | +$238K | 0.05% | 209 |
|
|
2018
Q4 | $327K | Buy |
7,439
+2,274
| +44% | +$100K | 0.03% | 243 |
|
|
2018
Q3 | $225K | Sell |
5,165
-618
| -11% | -$26.9K | 0.02% | 288 |
|
|
2018
Q2 | $268K | Buy |
5,783
+418
| +8% | +$19.4K | 0.02% | 277 |
|
|
2018
Q1 | $239K | Sell |
5,365
-1,001
| -16% | -$44.6K | 0.02% | 287 |
|
|
2017
Q4 | $306K | Sell |
6,366
-479
| -7% | -$23K | 0.03% | 252 |
|
|
2017
Q3 | $336K | Sell |
6,845
-572
| -8% | -$28.1K | 0.03% | 241 |
|
|
2017
Q2 | $365K | Sell |
7,417
-312
| -4% | -$15.4K | 0.04% | 240 |
|
|
2017
Q1 | $394K | Sell |
7,729
-3,172
| -29% | -$162K | 0.04% | 236 |
|
|
2016
Q4 | $547K | Sell |
10,901
-1,581
| -13% | -$79.3K | 0.06% | 216 |
|
|
2016
Q3 | $650K | Sell |
12,482
-939
| -7% | -$48.9K | 0.07% | 206 |
|
|
2016
Q2 | $730K | Sell |
13,421
-798
| -6% | -$43.4K | 0.08% | 196 |
|
|
2016
Q1 | $736K | Buy |
14,219
+947
| +7% | +$49K | 0.08% | 193 |
|
|
2015
Q4 | $621K | Sell |
13,272
-797
| -6% | -$37.3K | 0.07% | 197 |
|
|
2015
Q3 | $629K | Sell |
14,069
-5,895
| -30% | -$264K | 0.08% | 196 |
|
|
2015
Q2 | $837K | Sell |
19,964
-8,187
| -29% | -$343K | 0.09% | 181 |
|
|
2015
Q1 | $1.25M | Sell |
28,151
-10,774
| -28% | -$477K | 0.14% | 157 |
|
|
2014
Q4 | $1.91M | Buy |
38,925
+232
| +0.6% | +$11.4K | 0.23% | 118 |
|
|
2014
Q3 | $1.69M | Sell |
38,693
-158
| -0.4% | -$6.9K | 0.21% | 126 |
|
|
2014
Q2 | $1.76M | Sell |
38,851
-769
| -2% | -$34.9K | 0.22% | 119 |
|
|
2014
Q1 | $1.74M | Buy |
39,620
+708
| +2% | +$31.1K | 0.27% | 114 |
|
|
2013
Q4 | $1.6M | Buy |
38,912
+3,996
| +11% | +$164K | 0.23% | 120 |
|
|
2013
Q3 | $1.44M | Buy |
34,916
+13,357
| +62% | +$550K | 0.21% | 125 |
|
|
2013
Q2 | $951K | Buy |
+21,559
| New | +$951K | 0.15% | 149 |
|