Richwood Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Hold |
7,108
| – | – | 0.54% | 44 |
|
|
2025
Q1 | $654K | Sell |
7,108
-425
| -6% | -$39.1K | 0.56% | 46 |
|
|
2024
Q4 | $620K | Sell |
7,533
-195
| -3% | -$16.1K | 0.52% | 50 |
|
|
2024
Q3 | $697K | Sell |
7,728
-25
| -0.3% | -$2.25K | 0.58% | 44 |
|
|
2024
Q2 | $601K | Sell |
7,753
-300
| -4% | -$23.3K | 0.53% | 48 |
|
|
2024
Q1 | $578K | Hold |
8,053
| – | – | 0.51% | 55 |
|
|
2023
Q4 | $565K | Buy |
8,053
+185
| +2% | +$13K | 0.53% | 53 |
|
|
2023
Q3 | $509K | Sell |
7,868
-325
| -4% | -$21K | 0.52% | 52 |
|
|
2023
Q2 | $576K | Buy |
8,193
+313
| +4% | +$22K | 0.56% | 50 |
|
|
2023
Q1 | $548K | Hold |
7,880
| – | – | 0.55% | 52 |
|
|
2022
Q4 | $563K | Hold |
7,880
| – | – | 0.57% | 49 |
|
|
2022
Q3 | $536K | Sell |
7,880
-210
| -3% | -$14.3K | 0.59% | 47 |
|
|
2022
Q2 | $577K | Buy |
8,090
+225
| +3% | +$16K | 0.58% | 45 |
|
|
2022
Q1 | $570K | Buy |
7,865
+2,000
| +34% | +$145K | 0.51% | 56 |
|
|
2021
Q4 | $402K | Buy |
+5,865
| New | +$402K | 0.35% | 70 |
|