Univest Financial’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
Q3 | $412K | Sell |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $437K | Sell |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | $375K | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $567K | Sell |
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|
2019
Q2 | $569K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $520K | Buy |
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|
2018
Q1 | $490K | Sell |
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|
2017
Q4 | $538K | Buy |
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|
2017
Q3 | $516K | Buy |
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|
2017
Q2 | $480K | Buy |
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|
2017
Q1 | $462K | Buy |
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|
2016
Q4 | $437K | Buy |
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|
2016
Q3 | $435K | Buy |
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|
2016
Q2 | $439K | Sell |
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|
2016
Q1 | $453K | Buy |
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|
2015
Q4 | $376K | Buy |
|