Union Savings Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $589K | Sell |
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|
2025
Q4 | $593K | Buy |
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|
2025
Q2 | $642K | Hold |
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|
2025
Q1 | $625K | Hold |
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|
2024
Q4 | $559K | Hold |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $542K | Hold |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $431K | Hold |
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|
2023
Q2 | $482K | Buy |
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