UMB 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
Q2 | $5.78M | Sell |
62,990
-1,028
| -2% | -$94.4K | 0.09% | 157 |
|
|
2025
Q1 | $5.89M | Sell |
64,018
-330
| -0.5% | -$30.3K | 0.1% | 149 |
|
|
2024
Q4 | $5.3M | Sell |
64,348
-1,111
| -2% | -$91.5K | 0.08% | 150 |
|
|
2024
Q3 | $5.9M | Sell |
65,459
-1,516
| -2% | -$137K | 0.09% | 144 |
|
|
2024
Q2 | $5.2M | Sell |
66,975
-3,978
| -6% | -$309K | 0.09% | 151 |
|
|
2024
Q1 | $5.09M | Sell |
70,953
-14,644
| -17% | -$1.05M | 0.08% | 162 |
|
|
2023
Q4 | $6M | Sell |
85,597
-16,832
| -16% | -$1.18M | 0.09% | 151 |
|
|
2023
Q3 | $6.63M | Sell |
102,429
-6,455
| -6% | -$418K | 0.11% | 143 |
|
|
2023
Q2 | $7.65M | Sell |
108,884
-54
| -0% | -$3.79K | 0.12% | 147 |
|
|
2023
Q1 | $7.58M | Buy |
108,938
+3,318
| +3% | +$231K | 0.12% | 148 |
|
|
2022
Q4 | $7.54M | Sell |
105,620
-18,837
| -15% | -$1.35M | 0.12% | 147 |
|
|
2022
Q3 | $8.46M | Buy |
124,457
+6,976
| +6% | +$474K | 0.14% | 135 |
|
|
2022
Q2 | $8.38M | Buy |
117,481
+2,505
| +2% | +$179K | 0.13% | 151 |
|
|
2022
Q1 | $8.34M | Sell |
114,976
-3,021
| -3% | -$219K | 0.11% | 165 |
|
|
2021
Q4 | $8.09M | Buy |
117,997
+27,116
| +30% | +$1.86M | 0.1% | 171 |
|
|
2021
Q3 | $5.63M | Buy |
90,881
+465
| +0.5% | +$28.8K | 0.13% | 137 |
|
|
2021
Q2 | $5.47M | Buy |
90,416
+1,471
| +2% | +$89K | 0.13% | 131 |
|
|
2021
Q1 | $5.53M | Buy |
88,945
+1,388
| +2% | +$86.3K | 0.14% | 128 |
|
|
2020
Q4 | $5.38M | Sell |
87,557
-21,233
| -20% | -$1.3M | 0.14% | 122 |
|
|
2020
Q3 | $5.64M | Hold |
108,790
| – | – | 0.17% | 117 |
|
|
2020
Q2 | $5.64M | Buy |
108,790
+3,470
| +3% | +$180K | 0.17% | 117 |
|
|
2020
Q1 | $5.7M | Buy |
105,320
+5,319
| +5% | +$288K | 0.2% | 104 |
|
|
2019
Q4 | $6.37M | Buy |
100,001
+7,958
| +9% | +$507K | 0.18% | 112 |
|
|
2019
Q3 | $5.69K | Buy |
92,043
+7,210
| +8% | +$445 | 0.14% | 117 |
|
|
2019
Q2 | $4.69K | Buy |
84,833
+2,851
| +3% | +$158 | 0.12% | 128 |
|
|
2019
Q1 | $4.24M | Buy |
81,982
+5,191
| +7% | +$268K | 0.13% | 127 |
|
|
2018
Q4 | $3.37K | Buy |
76,791
+3,482
| +5% | +$153 | 0.1% | 133 |
|
|
2018
Q3 | $3.2M | Buy |
73,309
+21,860
| +42% | +$953K | 0.1% | 142 |
|
|
2018
Q2 | $2.38M | Buy |
51,449
+754
| +1% | +$34.9K | 0.08% | 154 |
|
|
2018
Q1 | $2.26M | Buy |
50,695
+1,742
| +4% | +$77.8K | 0.07% | 159 |
|
|
2017
Q4 | $2.35M | Sell |
48,953
-1,629
| -3% | -$78.3K | 0.08% | 154 |
|
|
2017
Q3 | $2.49M | Buy |
50,582
+2,315
| +5% | +$114K | 0.09% | 146 |
|
|
2017
Q2 | $2.31M | Buy |
48,267
+87
| +0.2% | +$4.17K | 0.08% | 149 |
|
|
2017
Q1 | $2.4M | Buy |
48,180
+6,338
| +15% | +$316K | 0.08% | 151 |
|
|
2016
Q4 | $2.06M | Sell |
41,842
-179
| -0.4% | -$8.8K | 0.08% | 155 |
|
|
2016
Q3 | $2.16M | Sell |
42,021
-1,190
| -3% | -$61K | 0.09% | 155 |
|
|
2016
Q2 | $2.32M | Sell |
43,211
-77,625
| -64% | -$4.16M | 0.1% | 147 |
|
|
2016
Q1 | $6.25M | Buy |
120,836
+81,068
| +204% | +$4.19M | 0.27% | 88 |
|
|
2015
Q4 | $1.86M | Sell |
39,768
-1,385
| -3% | -$64.8K | 0.08% | 162 |
|
|
2015
Q3 | $1.84M | Buy |
41,153
+680
| +2% | +$30.4K | 0.11% | 133 |
|
|
2015
Q2 | $1.7K | Buy |
40,473
+398
| +1% | +$17 | 0.08% | 149 |
|
|
2015
Q1 | $1.77K | Buy |
40,075
+3,891
| +11% | +$172 | 0.08% | 150 |
|
|
2014
Q4 | $1.78M | Buy |
36,184
+624
| +2% | +$30.6K | 0.08% | 148 |
|
|
2014
Q3 | $1.55K | Buy |
35,560
+5,390
| +18% | +$235 | 0.08% | 147 |
|
|
2014
Q2 | $1.37M | Sell |
30,170
-2,123
| -7% | -$96.3K | 0.07% | 157 |
|
|
2014
Q1 | $1.42M | Buy |
32,293
+3,172
| +11% | +$139K | 0.08% | 152 |
|
|
2013
Q4 | $1.2K | Sell |
29,121
-4,216
| -13% | -$173 | 0.07% | 155 |
|
|
2013
Q3 | $1.37K | Sell |
33,337
-1,764
| -5% | -$73 | 0.08% | 151 |
|
|
2013
Q2 | $1.55K | Buy |
+35,101
| New | +$1.55K | 0.09% | 138 |
|