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Revolve Wealth Partners’s Southern Company SO Stock Holding History

Revolve Wealth Partners’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Buy
2,771
+248
+10% +$23.3K 0.03% 293
2026
Q1 		$244K Buy
2,523
+218
+9% +$20.2K 0.03% 198
2025
Q4 		$201K Sell
2,305
-234
-9% -$21.4K 0.02% 223
2025
Q3 		$241K Buy
2,539
+100
+4% +$9.34K 0.03% 200
2025
Q2 		$224K Sell
2,439
-119
-5% -$10.7K 0.03% 209
2025
Q1 		$235K Buy
2,558
+75
+3% +$6.49K 0.03% 197
2024
Q4 		$204K Sell
2,483
-396
-14% -$34.7K 0.03% 211
2024
Q3 		$260K Buy
+2,879
New +$246K 0.04% 167

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return