Univest Financial Corp Southern CO Transaction History

Univest Financial Corp

$1.74 Billion
Q3 2025

A detailed history of Univest Financial Corp transactions in Southern CO stock. As of the latest transaction made, Univest Financial Corp holds 4,351 shares of SO stock, worth $413,649. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,351

Previous 4,751 8.42%

Holding current value

$413,649

Previous $436,000 5.5%

% of portfolio

0.02%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$90.83 - $96.0 $36,332 - $38,400	-400 Reduced 8.42%	4,351 $412,000
Q1 2025 May 08, 2025	BUY	$80.96 - $92.96 $33,274 - $38,206	411 Added 9.47%	4,751 $436,000
Q4 2024 Feb 11, 2025	SELL	$81.5 - $94.15 $12,225 - $14,122	-150 Reduced 3.34%	4,340 $357,000
Q3 2024 Nov 14, 2024	BUY	$77.0 - $90.52 $120,428 - $141,573	1,564 Added 53.45%	4,490 $404,000
Q4 2023 Feb 06, 2024	BUY	$62.71 - $73.08 $183,489 - $213,832	2,926 New	2,926 $205,000
Q4 2022 Feb 09, 2023	BUY	$63.44 - $72.26 $185,625 - $211,432	2,926 New	2,926 $208,000
Q2 2022 Aug 05, 2022	SELL	$65.39 - $76.51 $2,615 - $3,060	-40 Reduced 1.35%	2,926 $208,000
Q1 2022 May 05, 2022	SELL	$62.84 - $72.51 $14,327 - $16,532	-228 Reduced 7.14%	2,966 $216,000
Q4 2021 Feb 08, 2022	BUY	$61.1 - $68.58 $195,153 - $219,044	3,194 New	3,194 $219,000
Q2 2021 Jul 20, 2021	SELL	$60.46 - $66.42 $424,005 - $465,803	-7,013 Closed	0 $0
Q1 2021 Apr 14, 2021	SELL	$56.72 - $62.32 $6,012 - $6,605	-106 Reduced 1.49%	7,013 $436,000
Q4 2020 Jan 19, 2021	SELL	$54.62 - $64.17 $39,872 - $46,844	-730 Reduced 9.3%	7,119 $437,000
Q3 2020 Oct 13, 2020	BUY	$51.56 - $55.78 $31,915 - $34,527	619 Added 8.56%	7,849 $425,000
Q2 2020 Jul 09, 2020	SELL	$50.14 - $60.33 $3,309 - $3,981	-66 Reduced 0.9%	7,230 $375,000
Q1 2020 May 05, 2020	SELL	$43.23 - $70.85 $68,346 - $112,013	-1,581 Reduced 17.81%	7,296 $395,000
Q4 2019 Jan 14, 2020	SELL	$60.33 - $63.86 $18,581 - $19,668	-308 Reduced 3.35%	8,877 $437,000
Q3 2019 Nov 06, 2019	SELL	$54.84 - $61.98 $60,269 - $68,116	-1,099 Reduced 10.69%	9,185 $567,000
Q2 2019 Jul 12, 2019	SELL	$51.2 - $56.28 $25,548 - $28,083	-499 Reduced 4.63%	10,284 $569,000
Q1 2019 Apr 09, 2019	SELL	$43.72 - $52.53 $65,142 - $78,269	-1,490 Reduced 12.14%	10,783 $557,000
Q4 2018 Jan 28, 2019	BUY	$42.79 - $47.56 $62,302 - $69,247	1,456 Added 13.46%	12,273 $539,000
Q3 2018 Oct 10, 2018	SELL	$42.66 - $49.08 $17,362 - $19,975	-407 Reduced 3.63%	10,817 $472,000
Q2 2018 Jul 17, 2018	BUY	$42.73 - $46.6 $10,810 - $11,789	253 Added 2.31%	11,224 $520,000
Q1 2018 Apr 19, 2018	SELL	$42.92 - $47.2 $9,657 - $10,620	-225 Reduced 2.01%	10,971 $490,000
Q4 2017 Jan 22, 2018	BUY	$48.05 - $53.25 $33,154 - $36,742	690 Added 6.57%	11,196 $538,000
Q3 2017 Oct 13, 2017	BUY	$47.92 - $50.64 $503,447 - $532,023	10,506	10,506 $516,000

Others Institutions Holding SO

# of Institutions

2,502

Shares Held

750M

Call Options Held

5.94M

Put Options Held

3.49M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $103B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

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Univest Financial Corp Southern CO Transaction History