O'Rourke & Company’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 | $531K | Buy |
5,784
+6
| +0.1% | +$551 | 0.25% | 90 |
|
|
2025
Q1 | $531K | Buy |
5,778
+6
| +0.1% | +$552 | 0.26% | 82 |
|
|
2024
Q4 | $475K | Buy |
5,772
+5
| +0.1% | +$412 | 0.23% | 90 |
|
|
2024
Q3 | $520K | Buy |
5,767
+6
| +0.1% | +$541 | 0.26% | 81 |
|
|
2024
Q2 | $447K | Buy |
5,761
+3
| +0.1% | +$233 | 0.25% | 83 |
|
|
2024
Q1 | $413K | Buy |
5,758
+133
| +2% | +$9.54K | 0.24% | 87 |
|
|
2023
Q4 | $394K | Buy |
5,625
+3
| +0.1% | +$210 | 0.25% | 84 |
|
|
2023
Q3 | $364K | Buy |
5,622
+5
| +0.1% | +$324 | 0.27% | 78 |
|
|
2023
Q2 | $395K | Buy |
5,617
+5
| +0.1% | +$352 | 0.28% | 75 |
|
|
2023
Q1 | $390K | Buy |
5,612
+5
| +0.1% | +$347 | 0.3% | 77 |
|
|
2022
Q4 | $400K | Buy |
5,607
+923
| +20% | +$65.8K | 0.32% | 74 |
|
|
2022
Q3 | $319K | Buy |
4,684
+1
| +0% | +$68 | 0.28% | 79 |
|
|
2022
Q2 | $334K | Sell |
4,683
-56
| -1% | -$3.99K | 0.28% | 78 |
|
|
2022
Q1 | $344K | Buy |
4,739
+68
| +1% | +$4.94K | 0.24% | 87 |
|
|
2021
Q4 | $320K | Buy |
+4,671
| New | +$320K | 0.21% | 90 |
|