Rise 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 | $455K | Sell |
4,954
-119
| -2% | -$10.9K | 0.18% | 52 |
|
|
2025
Q1 | $466K | Sell |
5,073
-657
| -11% | -$60.4K | 0.21% | 42 |
|
|
2024
Q4 | $472K | Sell |
5,730
-42
| -0.7% | -$3.46K | 0.23% | 44 |
|
|
2024
Q3 | $520K | Buy |
5,772
+230
| +4% | +$20.7K | 0.25% | 41 |
|
|
2024
Q2 | $430K | Buy |
5,542
+457
| +9% | +$35.5K | 0.23% | 46 |
|
|
2024
Q1 | $365K | Buy |
5,085
+1,141
| +29% | +$81.9K | 0.19% | 52 |
|
|
2023
Q4 | $277K | Buy |
3,944
+487
| +14% | +$34.1K | 0.19% | 52 |
|
|
2023
Q3 | $224K | Buy |
3,457
+985
| +40% | +$63.8K | 0.18% | 53 |
|
|
2023
Q2 | $174K | Buy |
2,472
+99
| +4% | +$6.96K | 0.13% | 71 |
|
|
2023
Q1 | $165K | Buy |
2,373
+933
| +65% | +$64.9K | 0.12% | 76 |
|
|
2022
Q4 | $103K | Buy |
1,440
+428
| +42% | +$30.6K | 0.08% | 100 |
|
|
2022
Q3 | $69K | Buy |
1,012
+77
| +8% | +$5.25K | 0.06% | 123 |
|
|
2022
Q2 | $67K | Buy |
935
+435
| +87% | +$31.2K | 0.07% | 119 |
|
|
2022
Q1 | $36K | Hold |
500
| – | – | 0.03% | 185 |
|
|
2021
Q4 | $34.3K | Buy |
+500
| New | +$34.3K | 0.03% | 187 |
|