UBG
United Bank (Georgia)’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Sell |
55,974
-17
| -0% | -$1.56K | 1.97% | 15 |
|
|
2025
Q1 | $5.15M | Buy |
55,991
+335
| +0.6% | +$30.8K | 2.13% | 15 |
|
|
2024
Q4 | $4.58M | Buy |
55,656
+4,032
| +8% | +$332K | 1.94% | 16 |
|
|
2024
Q3 | $4.66M | Sell |
51,624
-4,884
| -9% | -$440K | 2.15% | 14 |
|
|
2024
Q2 | $4.38M | Buy |
56,508
+346
| +0.6% | +$26.8K | 2.19% | 14 |
|
|
2024
Q1 | $4.03M | Buy |
56,162
+18,974
| +51% | +$1.36M | 2.05% | 15 |
|
|
2023
Q4 | $2.61M | Sell |
37,188
-431
| -1% | -$30.2K | 1.44% | 24 |
|
|
2023
Q3 | $2.43M | Sell |
37,619
-136
| -0.4% | -$8.8K | 1.46% | 24 |
|
|
2023
Q2 | $2.65M | Buy |
37,755
+2,951
| +8% | +$207K | 1.51% | 23 |
|
|
2023
Q1 | $2.42M | Buy |
34,804
+23
| +0.1% | +$1.6K | 1.42% | 25 |
|
|
2022
Q4 | $2.48M | Buy |
34,781
+716
| +2% | +$51.1K | 1.52% | 23 |
|
|
2022
Q3 | $2.32M | Sell |
34,065
-1,067
| -3% | -$72.5K | 1.54% | 22 |
|
|
2022
Q2 | $2.51M | Sell |
35,132
-462
| -1% | -$32.9K | 1.56% | 22 |
|
|
2022
Q1 | $2.58M | Sell |
35,594
-912
| -2% | -$66.1K | 1.37% | 22 |
|
|
2021
Q4 | $2.5M | Buy |
36,506
+203
| +0.6% | +$13.9K | 1.34% | 22 |
|
|
2021
Q3 | $2.25M | Buy |
36,303
+9,908
| +38% | +$614K | 1.43% | 19 |
|
|
2021
Q2 | $1.6M | Buy |
26,395
+437
| +2% | +$26.4K | 1.08% | 38 |
|
|
2021
Q1 | $1.61M | Buy |
25,958
+704
| +3% | +$43.8K | 1.13% | 36 |
|
|
2020
Q4 | $1.55M | Sell |
25,254
-1,893
| -7% | -$116K | 1.11% | 36 |
|
|
2020
Q3 | $1.47M | Sell |
27,147
-929
| -3% | -$50.4K | 1.23% | 32 |
|
|
2020
Q2 | $1.46M | Buy |
28,076
+1,508
| +6% | +$78.2K | 1.37% | 29 |
|
|
2020
Q1 | $1.44M | Sell |
26,568
-1,356
| -5% | -$73.4K | 1.48% | 22 |
|
|
2019
Q4 | $1.78M | Buy |
27,924
+7,357
| +36% | +$469K | 1.2% | 35 |
|
|
2019
Q3 | $1.27M | Sell |
20,567
-2,963
| -13% | -$183K | 0.94% | 45 |
|
|
2019
Q2 | $1.3M | Sell |
23,530
-431
| -2% | -$23.8K | 1.02% | 42 |
|
|
2019
Q1 | $1.24M | Sell |
23,961
-743
| -3% | -$38.4K | 0.99% | 43 |
|
|
2018
Q4 | $1.09M | Sell |
24,704
-2,744
| -10% | -$121K | 1% | 43 |
|
|
2018
Q3 | $1.2M | Sell |
27,448
-4,741
| -15% | -$207K | 0.95% | 47 |
|
|
2018
Q2 | $1.49M | Sell |
32,189
-4,049
| -11% | -$188K | 1.28% | 39 |
|
|
2018
Q1 | $1.62M | Sell |
36,238
-3,933
| -10% | -$176K | 1.47% | 26 |
|
|
2017
Q4 | $1.93M | Buy |
40,171
+735
| +2% | +$35.3K | 1.65% | 23 |
|
|
2017
Q3 | $1.94M | Sell |
39,436
-1,190
| -3% | -$58.5K | 1.82% | 21 |
|
|
2017
Q2 | $1.95M | Buy |
40,626
+3,081
| +8% | +$148K | 1.8% | 19 |
|
|
2017
Q1 | $1.87M | Buy |
37,545
+992
| +3% | +$49.4K | 1.78% | 20 |
|
|
2016
Q4 | $1.8M | Buy |
+36,553
| New | +$1.8M | 1.83% | 20 |
|