Union Savings 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 | $642K | Hold |
6,796
| – | – | 0.3% | 60 |
|
|
2025
Q1 | $625K | Hold |
6,796
| – | – | 0.31% | 59 |
|
|
2024
Q4 | $559K | Hold |
6,796
| – | – | 0.28% | 70 |
|
|
2024
Q3 | $613K | Sell |
6,796
-190
| -3% | -$17.1K | 0.3% | 67 |
|
|
2024
Q2 | $542K | Hold |
6,986
| – | – | 0.28% | 70 |
|
|
2024
Q1 | $501K | Buy |
6,986
+225
| +3% | +$16.1K | 0.26% | 78 |
|
|
2023
Q4 | $474K | Buy |
6,761
+102
| +2% | +$7.15K | 0.27% | 78 |
|
|
2023
Q3 | $431K | Hold |
6,659
| – | – | 0.27% | 84 |
|
|
2023
Q2 | $482K | Buy |
+6,659
| New | +$482K | 0.29% | 80 |
|