United Capital Management of KS’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $505K | Buy |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $544K | Sell |
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|
2021
Q4 | $542K | Sell |
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|
2021
Q3 | $529K | Sell |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $530K | Buy |
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|
2020
Q2 | $477K | Sell |
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|
2020
Q1 | $507K | Buy |
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|
2019
Q4 | $574K | Buy |
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|
2019
Q3 | $543K | Buy |
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|
2019
Q2 | $457K | Buy |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $361K | Buy |
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|
2018
Q3 | $340K | Buy |
|