RCIM
Red Cedar Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Hold |
44,897
| – | – | 0.52% | 33 |
|
|
2025
Q1 | $4.13M | Hold |
44,897
| – | – | 0.57% | 28 |
|
|
2024
Q4 | $3.7M | Hold |
44,897
| – | – | 0.46% | 33 |
|
|
2024
Q3 | $4.05M | Hold |
44,897
| – | – | 0.51% | 33 |
|
|
2024
Q2 | $3.48M | Hold |
44,897
| – | – | 0.47% | 35 |
|
|
2024
Q1 | $3.22M | Hold |
44,897
| – | – | 0.4% | 41 |
|
|
2023
Q4 | $3.15M | Hold |
44,897
| – | – | 0.45% | 38 |
|
|
2023
Q3 | $2.91M | Buy |
44,897
+429
| +1% | +$27.8K | 0.44% | 40 |
|
|
2023
Q2 | $3.12M | Buy |
44,468
+1,050
| +2% | +$73.8K | 0.48% | 34 |
|
|
2023
Q1 | $3.02M | Buy |
43,418
+14,659
| +51% | +$1.02M | 0.47% | 34 |
|
|
2022
Q4 | $2.05M | Buy |
28,759
+1,847
| +7% | +$132K | 0.32% | 37 |
|
|
2022
Q3 | $1.83M | Buy |
26,912
+5,025
| +23% | +$342K | 0.31% | 35 |
|
|
2022
Q2 | $1.56M | Buy |
21,887
+4,959
| +29% | +$354K | 0.26% | 36 |
|
|
2022
Q1 | $1.23M | Buy |
+16,928
| New | +$1.23M | 0.17% | 52 |
|