Rise 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 | $462K | Sell |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $466K | Sell |
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|
2024
Q4 | $472K | Sell |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $430K | Buy |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $165K | Buy |
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|
2022
Q4 | $103K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $67K | Buy |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $34.3K | Buy |
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