United Bank (West Virginia)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $309K | Hold |
6,300
| – | – | 0.12% | 93 |
|
|
2017
Q2 | $301K | Hold |
6,300
| – | – | 0.13% | 93 |
|
|
2017
Q1 | $314K | Hold |
6,300
| – | – | 0.14% | 88 |
|
|
2016
Q4 | $310K | Hold |
6,300
| – | – | 0.14% | 89 |
|
|
2016
Q3 | $324K | Buy |
6,300
+800
| +15% | +$41.1K | 0.15% | 79 |
|
|
2016
Q2 | $294K | Hold |
5,500
| – | – | 0.14% | 85 |
|
|
2016
Q1 | $284K | Buy |
5,500
+68
| +1% | +$3.51K | 0.13% | 89 |
|
|
2015
Q4 | $254K | Hold |
5,432
| – | – | 0.12% | 89 |
|
|
2015
Q3 | $243K | Buy |
5,432
+600
| +12% | +$26.8K | 0.13% | 87 |
|
|
2015
Q2 | $203K | Sell |
4,832
-1,200
| -20% | -$50.4K | 0.09% | 98 |
|
|
2015
Q1 | $267K | Hold |
6,032
| – | – | 0.11% | 93 |
|
|
2014
Q4 | $297K | Hold |
6,032
| – | – | 0.11% | 88 |
|
|
2014
Q3 | $264K | Hold |
6,032
| – | – | 0.1% | 90 |
|
|
2014
Q2 | $274K | Sell |
6,032
-2,600
| -30% | -$118K | 0.1% | 86 |
|
|
2014
Q1 | $379K | Hold |
8,632
| – | – | 0.15% | 70 |
|
|
2013
Q4 | $355K | Hold |
8,632
| – | – | 0.14% | 78 |
|
|
2013
Q3 | $355K | Hold |
8,632
| – | – | 0.15% | 68 |
|
|
2013
Q2 | $381K | Buy |
+8,632
| New | +$381K | 0.17% | 56 |
|