R.M. Davis Inc’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 | $282K | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $247K | Sell |
|
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|
2024
Q3 | $292K | Sell |
|
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $319K | Buy |
|