Richardson Financial Services’s Southern Company SO Stock Holding History

Richardson Financial Services’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
2025 Q3	$85.8K	Buy
2025 Q2	$54.6K	Sell
2025 Q1	$68K	Sell
2024 Q4	$61.1K	Sell
2024 Q3	$58.3K	Hold
2024 Q2	$58.3K	Buy
2024 Q1	$39.7K	Sell
2023 Q4	$39.1K	Buy