Neville Rodie & Shaw’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 | $307K | Hold |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.44M | Hold |
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|
2016
Q1 | $1.38M | Hold |
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|
2015
Q4 | $1.25M | Hold |
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|
2015
Q3 | $1.2M | Hold |
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|
2015
Q2 | $1.12M | Hold |
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|
2015
Q1 | $1.19M | Hold |
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|
2014
Q4 | $1.31M | Hold |
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|
2014
Q3 | $1.17M | Hold |
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|
2014
Q2 | $1.21M | Buy |
|