Matthew Hamilton Rosenberg’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
Q3 | $457K | Buy |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $156K | Hold |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $156K | Buy |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | $79K | Buy |
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