UBS Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $474M | Buy |
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|
2025
Q2 | $383M | Sell |
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|
2025
Q1 | $440M | Sell |
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|
2024
Q4 | $442M | Buy |
|
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|
2024
Q3 | $428M | Buy |
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|
2024
Q2 | $300M | Buy |
|
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|
2024
Q1 | $211M | Buy |
|
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|
2023
Q4 | $163M | Buy |
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|
2023
Q3 | $141M | Sell |
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|
2023
Q2 | $156M | Buy |
|
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|
2023
Q1 | $115M | Buy |
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|
2022
Q4 | $111M | Buy |
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|
2022
Q3 | $69.3M | Buy |
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|
2022
Q2 | $68M | Sell |
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|
2022
Q1 | $72.1M | Sell |
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|
2021
Q4 | $90.1M | Sell |
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|
2021
Q3 | $81.5M | Sell |
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|
2021
Q2 | $118M | Buy |
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|
2021
Q1 | $118M | Sell |
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|
2020
Q4 | $121M | Buy |
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|
2020
Q3 | $103M | Buy |
|
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|
2020
Q2 | $85.8M | Sell |
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|
2020
Q1 | $95.2M | Sell |
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|
2019
Q4 | $114M | Buy |
|
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|
2019
Q3 | $104M | Buy |
|
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|
2019
Q2 | $76.9M | Buy |
|
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|
2019
Q1 | $69.6M | Buy |
|
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|
2018
Q4 | $59M | Buy |
|
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|
2018
Q3 | $58.3M | Buy |
|
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|
2018
Q2 | $61.5M | Sell |
|
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|
2018
Q1 | $60.4M | Buy |
|
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|
2017
Q4 | $51.4M | Sell |
|
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|
2017
Q3 | $62M | Buy |
|
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|
2017
Q2 | $48.7M | Sell |
|
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|
2017
Q1 | $52.6M | Sell |
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|
2016
Q4 | $53.8M | Sell |
|
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|
2016
Q3 | $77.8M | Sell |
|
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|
2016
Q2 | $83.1M | Sell |
|
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|
2016
Q1 | $81.6M | Sell |
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|
2015
Q4 | $80.7M | Buy |
|
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|
2015
Q3 | $72.6M | Buy |
|
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|
2015
Q2 | $64M | Sell |
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|
2015
Q1 | $70M | Buy |
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|
2014
Q4 | $76.1M | Buy |
|