RFS
Richardson Financial Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.6K | Sell |
592
-147
| -20% | -$13.6K | 0.04% | 247 |
|
|
2025
Q1 | $68K | Sell |
739
-3
| -0.4% | -$276 | 0.05% | 212 |
|
|
2024
Q4 | $61.1K | Sell |
742
-9
| -1% | -$741 | 0.04% | 236 |
|
|
2024
Q3 | $58.3K | Hold |
751
| – | – | 0.04% | 251 |
|
|
2024
Q2 | $58.3K | Buy |
751
+197
| +36% | +$15.3K | 0.04% | 238 |
|
|
2024
Q1 | $39.7K | Sell |
554
-4
| -0.7% | -$287 | 0.03% | 267 |
|
|
2023
Q4 | $39.1K | Buy |
+558
| New | +$39.1K | 0.03% | 232 |
|