Univest Financial’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 | $436K | Hold |
4,751
| – | – | 0.03% | 197 |
|
|
2025
Q1 | $437K | Buy |
4,751
+411
| +9% | +$37.8K | 0.03% | 208 |
|
|
2024
Q4 | $357K | Sell |
4,340
-150
| -3% | -$12.3K | 0.02% | 226 |
|
|
2024
Q3 | $405K | Buy |
4,490
+1,564
| +53% | +$141K | 0.03% | 216 |
|
|
2024
Q2 | $227K | Hold |
2,926
| – | – | 0.06% | 130 |
|
|
2024
Q1 | $210K | Hold |
2,926
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $205K | Buy |
+2,926
| New | +$205K | 0.06% | 117 |
|
|
2023
Q3 | – | Sell |
-2,926
| Closed | -$206K | – | 115 |
|
|
2023
Q2 | $206K | Hold |
2,926
| – | – | 0.06% | 114 |
|
|
2023
Q1 | $204K | Hold |
2,926
| – | – | 0.06% | 102 |
|
|
2022
Q4 | $209K | Buy |
+2,926
| New | +$209K | 0.07% | 102 |
|
|
2022
Q3 | – | Sell |
-2,926
| Closed | -$208K | – | 108 |
|
|
2022
Q2 | $208K | Sell |
2,926
-40
| -1% | -$2.84K | 0.07% | 97 |
|
|
2022
Q1 | $216K | Sell |
2,966
-228
| -7% | -$16.6K | 0.06% | 109 |
|
|
2021
Q4 | $219K | Buy |
+3,194
| New | +$219K | 0.06% | 107 |
|
|
2021
Q2 | – | Sell |
-7,013
| Closed | -$436K | – | 114 |
|
|
2021
Q1 | $436K | Sell |
7,013
-106
| -1% | -$6.59K | 0.12% | 66 |
|
|
2020
Q4 | $437K | Sell |
7,119
-730
| -9% | -$44.8K | 0.13% | 68 |
|
|
2020
Q3 | $425K | Buy |
7,849
+619
| +9% | +$33.5K | 0.13% | 68 |
|
|
2020
Q2 | $375K | Sell |
7,230
-66
| -0.9% | -$3.42K | 0.12% | 76 |
|
|
2020
Q1 | $395K | Sell |
7,296
-1,581
| -18% | -$85.6K | 0.16% | 76 |
|
|
2019
Q4 | $437K | Sell |
8,877
-308
| -3% | -$15.2K | 0.19% | 73 |
|
|
2019
Q3 | $567K | Sell |
9,185
-1,099
| -11% | -$67.8K | 0.18% | 67 |
|
|
2019
Q2 | $569K | Sell |
10,284
-499
| -5% | -$27.6K | 0.18% | 71 |
|
|
2019
Q1 | $557K | Sell |
10,783
-1,490
| -12% | -$77K | 0.18% | 69 |
|
|
2018
Q4 | $539K | Buy |
12,273
+1,456
| +13% | +$63.9K | 0.2% | 77 |
|
|
2018
Q3 | $472K | Sell |
10,817
-407
| -4% | -$17.8K | 0.14% | 76 |
|
|
2018
Q2 | $520K | Buy |
11,224
+253
| +2% | +$11.7K | 0.21% | 68 |
|
|
2018
Q1 | $490K | Sell |
10,971
-225
| -2% | -$10K | 0.21% | 63 |
|
|
2017
Q4 | $538K | Buy |
11,196
+690
| +7% | +$33.2K | 0.22% | 62 |
|
|
2017
Q3 | $516K | Buy |
10,506
+488
| +5% | +$24K | 0.22% | 65 |
|
|
2017
Q2 | $480K | Buy |
10,018
+737
| +8% | +$35.3K | 0.2% | 67 |
|
|
2017
Q1 | $462K | Buy |
9,281
+404
| +5% | +$20.1K | 0.2% | 65 |
|
|
2016
Q4 | $437K | Buy |
8,877
+406
| +5% | +$20K | 0.19% | 73 |
|
|
2016
Q3 | $435K | Buy |
8,471
+294
| +4% | +$15.1K | 0.2% | 67 |
|
|
2016
Q2 | $439K | Sell |
8,177
-573
| -7% | -$30.8K | 0.2% | 66 |
|
|
2016
Q1 | $453K | Buy |
8,750
+709
| +9% | +$36.7K | 0.21% | 64 |
|
|
2015
Q4 | $376K | Buy |
+8,041
| New | +$376K | 0.17% | 73 |
|