Richwood Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $674K | Hold |
|
|||||
|
2025
Q2 | $653K | Hold |
|
|||||
|
2025
Q1 | $654K | Sell |
|
|||||
|
2024
Q4 | $620K | Sell |
|
|||||
|
2024
Q3 | $697K | Sell |
|
|||||
|
2024
Q2 | $601K | Sell |
|
|||||
|
2024
Q1 | $578K | Hold |
|
|||||
|
2023
Q4 | $565K | Buy |
|
|||||
|
2023
Q3 | $509K | Sell |
|
|||||
|
2023
Q2 | $576K | Buy |
|
|||||
|
2023
Q1 | $548K | Hold |
|
|||||
|
2022
Q4 | $563K | Hold |
|
|||||
|
2022
Q3 | $536K | Sell |
|
|||||
|
2022
Q2 | $577K | Buy |
|
|||||
|
2022
Q1 | $570K | Buy |
|
|||||
|
2021
Q4 | $402K | Buy |
|