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Richards, Merrill & Peterson’s Southern Company SO Stock Holding History

Richards, Merrill & Peterson’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$893K Buy
9,729
+263
+3% +$24.2K 0.42% 65
2025
Q1 		$870K Buy
9,466
+504
+6% +$46.3K 0.45% 60
2024
Q4 		$738K Buy
+8,962
New +$738K 0.39% 68