United Capital Financial Advisors’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 | $7.6M | Buy |
82,742
+3,501
| +4% | +$321K | 0.06% | 233 |
|
|
2025
Q1 | $7.29M | Sell |
79,241
-613
| -0.8% | -$56.4K | 0.06% | 224 |
|
|
2024
Q4 | $6.57M | Sell |
79,854
-4,489
| -5% | -$370K | 0.06% | 223 |
|
|
2024
Q3 | $7.61M | Sell |
84,343
-3,507
| -4% | -$316K | 0.06% | 212 |
|
|
2024
Q2 | $6.81M | Sell |
87,850
-3,827
| -4% | -$297K | 0.06% | 220 |
|
|
2024
Q1 | $6.58M | Sell |
91,677
-33,961
| -27% | -$2.44M | 0.05% | 232 |
|
|
2023
Q4 | $8.81M | Sell |
125,638
-208,856
| -62% | -$14.6M | 0.07% | 206 |
|
|
2023
Q3 | $21.6M | Sell |
334,494
-5,224
| -2% | -$338K | 0.14% | 143 |
|
|
2023
Q2 | $23.9M | Sell |
339,718
-13,942
| -4% | -$979K | 0.13% | 142 |
|
|
2023
Q1 | $24.6M | Sell |
353,660
-2,102
| -0.6% | -$146K | 0.14% | 143 |
|
|
2022
Q4 | $25.4M | Sell |
355,762
-4,924
| -1% | -$352K | 0.14% | 137 |
|
|
2022
Q3 | $24.5M | Sell |
360,686
-5,764
| -2% | -$392K | 0.14% | 137 |
|
|
2022
Q2 | $26.1M | Sell |
366,450
-565
| -0.2% | -$40.3K | 0.14% | 142 |
|
|
2022
Q1 | $26.6M | Buy |
367,015
+2,739
| +0.8% | +$199K | 0.13% | 159 |
|
|
2021
Q4 | $25M | Buy |
364,276
+2,233
| +0.6% | +$153K | 0.12% | 172 |
|
|
2021
Q3 | $22.4M | Sell |
362,043
-5,708
| -2% | -$354K | 0.11% | 177 |
|
|
2021
Q2 | $22.3M | Sell |
367,751
-957
| -0.3% | -$57.9K | 0.11% | 181 |
|
|
2021
Q1 | $22.9M | Buy |
368,708
+3,005
| +0.8% | +$187K | 0.13% | 169 |
|
|
2020
Q4 | $22.5M | Sell |
365,703
-419
| -0.1% | -$25.7K | 0.14% | 165 |
|
|
2020
Q3 | $19.9M | Sell |
366,122
-3,753
| -1% | -$203K | 0.13% | 173 |
|
|
2020
Q2 | $19.2M | Sell |
369,875
-15,994
| -4% | -$829K | 0.14% | 164 |
|
|
2020
Q1 | $20.9M | Sell |
385,869
-6,992
| -2% | -$379K | 0.17% | 128 |
|
|
2019
Q4 | $25M | Buy |
392,861
+16,531
| +4% | +$1.05M | 0.16% | 146 |
|
|
2019
Q3 | $23.2M | Sell |
376,330
-3,420
| -0.9% | -$211K | 0.16% | 142 |
|
|
2019
Q2 | $21M | Buy |
379,750
+17,807
| +5% | +$984K | 0.14% | 154 |
|
|
2019
Q1 | $18.7M | Sell |
361,943
-6,091
| -2% | -$315K | 0.13% | 171 |
|
|
2018
Q4 | $16.2M | Buy |
368,034
+9,225
| +3% | +$405K | 0.13% | 166 |
|
|
2018
Q3 | $15.6M | Buy |
358,809
+10,338
| +3% | +$451K | 0.11% | 210 |
|
|
2018
Q2 | $16.1M | Sell |
348,471
-2,611
| -0.7% | -$121K | 0.12% | 188 |
|
|
2018
Q1 | $15.7M | Buy |
351,082
+14,748
| +4% | +$659K | 0.12% | 195 |
|
|
2017
Q4 | $16.2M | Buy |
336,334
+7,534
| +2% | +$364K | 0.13% | 190 |
|
|
2017
Q3 | $16.2M | Sell |
328,800
-10,348
| -3% | -$508K | 0.14% | 176 |
|
|
2017
Q2 | $16.2M | Buy |
339,148
+5,053
| +2% | +$242K | 0.15% | 163 |
|
|
2017
Q1 | $16.6M | Sell |
334,095
-5,052
| -1% | -$251K | 0.16% | 153 |
|
|
2016
Q4 | $16.7M | Buy |
339,147
+2,471
| +0.7% | +$122K | 0.16% | 141 |
|
|
2016
Q3 | $17.3M | Buy |
336,676
+13,677
| +4% | +$702K | 0.17% | 144 |
|
|
2016
Q2 | $17.4M | Sell |
322,999
-8,683
| -3% | -$469K | 0.18% | 125 |
|
|
2016
Q1 | $17.2M | Buy |
331,682
+1,508
| +0.5% | +$78K | 0.19% | 108 |
|
|
2015
Q4 | $15.4M | Sell |
330,174
-8,437
| -2% | -$395K | 0.18% | 122 |
|
|
2015
Q3 | $15.1M | Sell |
338,611
-5,261
| -2% | -$235K | 0.18% | 112 |
|
|
2015
Q2 | $14.4M | Buy |
343,872
+7,712
| +2% | +$323K | 0.17% | 137 |
|
|
2015
Q1 | $14.9M | Buy |
336,160
+219,831
| +189% | +$9.74M | 0.18% | 131 |
|
|
2014
Q4 | $5.71M | Buy |
116,329
+372
| +0.3% | +$18.3K | 0.09% | 239 |
|
|
2014
Q3 | $5.06M | Sell |
115,957
-2,047
| -2% | -$89.4K | 0.09% | 250 |
|
|
2014
Q2 | $5.36M | Sell |
118,004
-706
| -0.6% | -$32K | 0.1% | 224 |
|
|
2014
Q1 | $5.22M | Buy |
118,710
+80,901
| +214% | +$3.55M | 0.11% | 204 |
|
|
2013
Q4 | $1.55M | Sell |
37,809
-41,373
| -52% | -$1.7M | 0.05% | 276 |
|
|
2013
Q3 | $3.26M | Sell |
79,182
-5,105
| -6% | -$210K | 0.1% | 190 |
|
|
2013
Q2 | $3.72M | Buy |
+84,287
| New | +$3.72M | 0.1% | 231 |
|