Neville Rodie & Shaw’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 | $298K | Hold |
3,245
| – | – | 0.02% | 208 |
|
|
2025
Q1 | $299K | Buy |
3,245
+595
| +22% | +$54.8K | 0.02% | 212 |
|
|
2024
Q4 | $218K | Buy |
+2,650
| New | +$218K | 0.02% | 244 |
|
|
2016
Q3 | – | Sell |
-26,750
| Closed | -$1.44M | – | 267 |
|
|
2016
Q2 | $1.44M | Hold |
26,750
| – | – | 0.17% | 103 |
|
|
2016
Q1 | $1.38M | Hold |
26,750
| – | – | 0.17% | 107 |
|
|
2015
Q4 | $1.25M | Hold |
26,750
| – | – | 0.15% | 112 |
|
|
2015
Q3 | $1.2M | Hold |
26,750
| – | – | 0.15% | 120 |
|
|
2015
Q2 | $1.12M | Hold |
26,750
| – | – | 0.12% | 129 |
|
|
2015
Q1 | $1.19M | Hold |
26,750
| – | – | 0.12% | 134 |
|
|
2014
Q4 | $1.31M | Hold |
26,750
| – | – | 0.13% | 127 |
|
|
2014
Q3 | $1.17M | Hold |
26,750
| – | – | 0.12% | 128 |
|
|
2014
Q2 | $1.21M | Buy |
+26,750
| New | +$1.21M | 0.12% | 122 |
|