O'Rourke & Company’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 | $543K | Sell |
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|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $475K | Buy |
|
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $320K | Buy |
|