RIS
Retirement Income Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
3,673
| – | – | 0.06% | 113 |
|
|
2025
Q1 | $338K | Hold |
3,673
| – | – | 0.07% | 101 |
|
|
2024
Q4 | $302K | Hold |
3,673
| – | – | 0.06% | 113 |
|
|
2024
Q3 | $331K | Sell |
3,673
-200
| -5% | -$18K | 0.08% | 97 |
|
|
2024
Q2 | $300K | Hold |
3,873
| – | – | 0.07% | 102 |
|
|
2024
Q1 | $278K | Hold |
3,873
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $272K | Hold |
3,873
| – | – | 0.07% | 111 |
|
|
2023
Q3 | $251K | Sell |
3,873
-1,321
| -25% | -$85.5K | 0.07% | 108 |
|
|
2023
Q2 | $365K | Hold |
5,194
| – | – | 0.1% | 95 |
|
|
2023
Q1 | $361K | Buy |
5,194
+2,000
| +63% | +$139K | 0.11% | 92 |
|
|
2022
Q4 | $228K | Buy |
+3,194
| New | +$228K | 0.07% | 110 |
|
|
2020
Q1 | – | Sell |
-3,396
| Closed | -$216K | – | 79 |
|
|
2019
Q4 | $216K | Hold |
3,396
| – | – | 0.09% | 72 |
|
|
2019
Q3 | $210K | Buy |
+3,396
| New | +$210K | 0.11% | 68 |
|