Curi RMB Capital’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
$301K Buy
3,276
+911
+39% +$83.7K 0.01% 583
2025
Q1
$217K Buy
+2,365
New +$217K 0.01% 463
2024
Q4
Sell
-2,401
Closed -$217K 554
2024
Q3
$217K Buy
+2,401
New +$217K ﹤0.01% 522