RCM
Raleigh Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
14,452
-3,123
| -18% | -$287K | 0.56% | 59 |
|
|
2025
Q1 | $1.62M | Sell |
17,575
-5,298
| -23% | -$487K | 0.73% | 45 |
|
|
2024
Q4 | $1.88M | Sell |
22,873
-402
| -2% | -$33.1K | 0.73% | 35 |
|
|
2024
Q3 | $2.1M | Sell |
23,275
-10,068
| -30% | -$908K | 0.81% | 25 |
|
|
2024
Q2 | $2.59M | Sell |
33,343
-2,690
| -7% | -$209K | 1.1% | 17 |
|
|
2024
Q1 | $2.59M | Sell |
36,033
-3,801
| -10% | -$273K | 1.12% | 12 |
|
|
2023
Q4 | $2.79M | Sell |
39,834
-980
| -2% | -$68.7K | 1.3% | 13 |
|
|
2023
Q3 | $2.64M | Buy |
40,814
+1,121
| +3% | +$72.6K | 1.35% | 10 |
|
|
2023
Q2 | $2.79M | Sell |
39,693
-4,433
| -10% | -$311K | 1.39% | 10 |
|
|
2023
Q1 | $3.07M | Buy |
44,126
+4,302
| +11% | +$299K | 1.52% | 6 |
|
|
2022
Q4 | $2.84M | Buy |
39,824
+3,766
| +10% | +$269K | 1.48% | 12 |
|
|
2022
Q3 | $2.45M | Buy |
36,058
+6,107
| +20% | +$415K | 1.43% | 10 |
|
|
2022
Q2 | $2.14M | Buy |
29,951
+4,703
| +19% | +$336K | 1.22% | 16 |
|
|
2022
Q1 | $1.83M | Buy |
25,248
+25,127
| +20,766% | +$1.82M | 0.99% | 21 |
|
|
2021
Q4 | $8K | Buy |
+121
| New | +$8K | 0.01% | 205 |
|