United Bank (Virginia)’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 | $1.21M | Hold |
13,150
| – | – | 0.14% | 67 |
|
|
2025
Q1 | $1.21M | Sell |
13,150
-125
| -0.9% | -$11.5K | 0.15% | 69 |
|
|
2024
Q4 | $1.09M | Buy |
13,275
+25
| +0.2% | +$2.06K | 0.13% | 68 |
|
|
2024
Q3 | $1.19M | Sell |
13,250
-450
| -3% | -$40.6K | 0.14% | 65 |
|
|
2024
Q2 | $1.06M | Buy |
13,700
+100
| +0.7% | +$7.76K | 0.13% | 67 |
|
|
2024
Q1 | $976K | Hold |
13,600
| – | – | 0.12% | 69 |
|
|
2023
Q4 | $954K | Hold |
13,600
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $880K | Hold |
13,600
| – | – | 0.12% | 65 |
|
|
2023
Q2 | $955K | Hold |
13,600
| – | – | 0.12% | 66 |
|
|
2023
Q1 | $946K | Sell |
13,600
-77
| -0.6% | -$5.36K | 0.12% | 72 |
|
|
2022
Q4 | $977K | Buy |
13,677
+77
| +0.6% | +$5.5K | 0.14% | 70 |
|
|
2022
Q3 | $925K | Sell |
13,600
-150
| -1% | -$10.2K | 0.14% | 72 |
|
|
2022
Q2 | $980K | Hold |
13,750
| – | – | 0.15% | 69 |
|
|
2022
Q1 | $997K | Hold |
13,750
| – | – | 0.13% | 72 |
|
|
2021
Q4 | $942K | Sell |
13,750
-1,688
| -11% | -$116K | 0.12% | 80 |
|
|
2021
Q3 | $957K | Hold |
15,438
| – | – | 0.13% | 77 |
|
|
2021
Q2 | $934K | Sell |
15,438
-615
| -4% | -$37.2K | 0.13% | 79 |
|
|
2021
Q1 | $998K | Hold |
16,053
| – | – | 0.14% | 81 |
|
|
2020
Q4 | $986K | Buy |
16,053
+2,500
| +18% | +$154K | 0.15% | 80 |
|
|
2020
Q3 | $735K | Hold |
13,553
| – | – | 0.13% | 79 |
|
|
2020
Q2 | $703K | Buy |
13,553
+1,798
| +15% | +$93.3K | 0.13% | 80 |
|
|
2020
Q1 | $637K | Hold |
11,755
| – | – | 0.14% | 78 |
|
|
2019
Q4 | $749K | Buy |
11,755
+505
| +4% | +$32.2K | 0.13% | 81 |
|
|
2019
Q3 | $695K | Sell |
11,250
-1,200
| -10% | -$74.1K | 0.13% | 85 |
|
|
2019
Q2 | $688K | Hold |
12,450
| – | – | 0.12% | 90 |
|
|
2019
Q1 | $643K | Buy |
12,450
+5,100
| +69% | +$263K | 0.12% | 83 |
|
|
2018
Q4 | $323K | Hold |
7,350
| – | – | 0.07% | 118 |
|
|
2018
Q3 | $320K | Buy |
7,350
+1,000
| +16% | +$43.5K | 0.07% | 110 |
|
|
2018
Q2 | $294K | Hold |
6,350
| – | – | 0.07% | 109 |
|
|
2018
Q1 | $283K | Hold |
6,350
| – | – | 0.07% | 115 |
|
|
2017
Q4 | $306K | Buy |
+6,350
| New | +$306K | 0.08% | 116 |
|