Howe & Rusling’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
Q2 | $581K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $503K | Sell |
|
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|
2024
Q3 | $652K | Buy |
|
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|
2024
Q2 | $360K | Buy |
|
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|
2024
Q1 | $234K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $244K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $235K | Buy |
|
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|
2022
Q3 | $182K | Buy |
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|
2022
Q2 | $184K | Buy |
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|
2022
Q1 | $71K | Hold |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $3K | Buy |
|
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $292K | Sell |
|
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|
2019
Q4 | $352K | Hold |
|
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|
2019
Q3 | $342K | Hold |
|
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|
2019
Q2 | $306K | Hold |
|
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|
2019
Q1 | $286K | Buy |
|
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|
2018
Q4 | $103K | Hold |
|
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|
2018
Q3 | $102K | Sell |
|
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|
2018
Q2 | $154K | Buy |
|
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|
2018
Q1 | $133K | Buy |
|
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|
2017
Q4 | $29K | Buy |
|
|||||
|
2017
Q3 | $10K | Sell |
|
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|
2017
Q2 | $15K | Hold |
|
|||||
|
2017
Q1 | $16K | Sell |
|
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|
2016
Q4 | $22K | Hold |
|
|||||
|
2016
Q3 | $23K | Buy |
|
|||||
|
2016
Q2 | $18K | Hold |
|
|||||
|
2016
Q1 | $18K | Sell |
|
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|
2015
Q4 | $25K | Sell |
|
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|
2015
Q3 | $25K | Hold |
|
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|
2015
Q2 | $24K | Buy |
|
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|
2015
Q1 | $16K | Hold |
|
|||||
|
2014
Q4 | $18K | Hold |
|
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|
2014
Q3 | $16K | Hold |
|
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|
2014
Q2 | $17K | Sell |
|
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|
2014
Q1 | $251K | Buy |
|
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|
2013
Q4 | $13K | Sell |
|
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|
2013
Q3 | $26K | Sell |
|
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|
2013
Q2 | $364K | Buy |
|