United Community Bank’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 | $370K | Sell |
4,030
-1,185
| -23% | -$109K | 0.13% | 131 |
|
|
2025
Q1 | $480K | Buy |
5,215
+217
| +4% | +$20K | 0.18% | 110 |
|
|
2024
Q4 | $411K | Sell |
4,998
-22,326
| -82% | -$1.84M | 0.16% | 116 |
|
|
2024
Q3 | $2.46M | Sell |
27,324
-360
| -1% | -$32.5K | 0.96% | 19 |
|
|
2024
Q2 | $2.15M | Sell |
27,684
-1,375
| -5% | -$107K | 0.87% | 22 |
|
|
2024
Q1 | $2.08M | Sell |
29,059
-959
| -3% | -$68.8K | 0.81% | 28 |
|
|
2023
Q4 | $2.1M | Sell |
30,018
-1,389
| -4% | -$97.4K | 0.89% | 24 |
|
|
2023
Q3 | $2.03M | Buy |
31,407
+7,697
| +32% | +$498K | 1% | 21 |
|
|
2023
Q2 | $1.67M | Buy |
23,710
+162
| +0.7% | +$11.4K | 1.46% | 16 |
|
|
2023
Q1 | $1.64M | Buy |
23,548
+400
| +2% | +$27.8K | 1.55% | 18 |
|
|
2022
Q4 | $1.65M | Sell |
23,148
-572
| -2% | -$40.8K | 1.6% | 15 |
|
|
2022
Q3 | $1.61M | Buy |
23,720
+115
| +0.5% | +$7.82K | 1.68% | 13 |
|
|
2022
Q2 | $1.68M | Buy |
23,605
+785
| +3% | +$56K | 1.81% | 12 |
|
|
2022
Q1 | $1.65M | Buy |
22,820
+582
| +3% | +$42.2K | 1.66% | 19 |
|
|
2021
Q4 | $1.53M | Buy |
+22,238
| New | +$1.53M | 1.52% | 19 |
|