Retirement Income Solutions’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 | $348K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $338K | Hold |
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|
2024
Q4 | $302K | Hold |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $365K | Hold |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $210K | Buy |
|