Webster 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 | $71.3K | Hold |
776
| – | – | 0.01% | 323 |
|
|
2025
Q1 | $71.4K | Sell |
776
-686
| -47% | -$63.1K | 0.01% | 318 |
|
|
2024
Q4 | $120K | Buy |
1,462
+177
| +14% | +$14.6K | 0.01% | 266 |
|
|
2024
Q3 | $116K | Buy |
1,285
+689
| +116% | +$62.1K | 0.01% | 273 |
|
|
2024
Q2 | $46.2K | Hold |
596
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $42.8K | Hold |
596
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $41.8K | Hold |
596
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $38.6K | Hold |
596
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $41.9K | Hold |
596
| – | – | 0.01% | 338 |
|
|
2023
Q1 | $41.5K | Hold |
596
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $42K | Hold |
596
| – | – | 0.01% | 343 |
|
|
2022
Q3 | $41K | Hold |
596
| – | – | 0.01% | 332 |
|
|
2022
Q2 | $42K | Hold |
596
| – | – | 0.01% | 331 |
|
|
2022
Q1 | $44K | Hold |
596
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $41K | Hold |
596
| – | – | ﹤0.01% | 368 |
|
|
2021
Q3 | $37K | Hold |
596
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $36K | Hold |
596
| – | – | ﹤0.01% | 361 |
|
|
2021
Q1 | $37K | Hold |
596
| – | – | ﹤0.01% | 360 |
|
|
2020
Q4 | $37K | Sell |
596
-9,064
| -94% | -$563K | ﹤0.01% | 353 |
|
|
2020
Q3 | $524K | Buy |
9,660
+9,064
| +1,521% | +$492K | 0.07% | 140 |
|
|
2020
Q2 | $31K | Hold |
596
| – | – | ﹤0.01% | 330 |
|
|
2020
Q1 | $33K | Sell |
596
-300
| -33% | -$16.6K | 0.01% | 308 |
|
|
2019
Q4 | $57K | Sell |
896
-413
| -32% | -$26.3K | 0.01% | 307 |
|
|
2019
Q3 | $81K | Hold |
1,309
| – | – | 0.01% | 265 |
|
|
2019
Q2 | $72K | Sell |
1,309
-200
| -13% | -$11K | 0.01% | 273 |
|
|
2019
Q1 | $78K | Buy |
1,509
+200
| +15% | +$10.3K | 0.01% | 257 |
|
|
2018
Q4 | $57K | Hold |
1,309
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $57K | Buy |
1,309
+36
| +3% | +$1.57K | 0.01% | 316 |
|
|
2018
Q2 | $59K | Sell |
1,273
-281
| -18% | -$13K | 0.01% | 308 |
|
|
2018
Q1 | $69K | Hold |
1,554
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $75K | Sell |
1,554
-153
| -9% | -$7.38K | 0.01% | 314 |
|
|
2017
Q3 | $84K | Hold |
1,707
| – | – | 0.01% | 290 |
|
|
2017
Q2 | $82K | Hold |
1,707
| – | – | 0.01% | 301 |
|
|
2017
Q1 | $85K | Hold |
1,707
| – | – | 0.01% | 304 |
|
|
2016
Q4 | $84K | Buy |
+1,707
| New | +$84K | 0.01% | 290 |
|
|
2016
Q3 | – | Sell |
-9,617
| Closed | -$516K | – | 223 |
|
|
2016
Q2 | $516K | Buy |
+9,617
| New | +$516K | 0.08% | 144 |
|
|
2015
Q1 | – | Sell |
-4,104
| Closed | -$202K | – | 197 |
|
|
2014
Q4 | $202K | Buy |
+4,104
| New | +$202K | 0.03% | 191 |
|
|
2014
Q2 | – | Sell |
-9,223
| Closed | -$405K | – | 204 |
|
|
2014
Q1 | $405K | Buy |
9,223
+1,675
| +22% | +$73.6K | 0.06% | 159 |
|
|
2013
Q4 | $310K | Sell |
7,548
-1,150
| -13% | -$47.2K | 0.04% | 167 |
|
|
2013
Q3 | $358K | Sell |
8,698
-1,050
| -11% | -$43.2K | 0.06% | 153 |
|
|
2013
Q2 | $431K | Buy |
+9,748
| New | +$431K | 0.05% | 159 |
|