Ritholtz Wealth Management’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 | $2.16M | Buy |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.23M | Buy |
|
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $759K | Buy |
|
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|
2023
Q1 | $722K | Sell |
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|
2022
Q4 | $796K | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $805K | Buy |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $461K | Buy |
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|
2021
Q1 | $397K | Sell |
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|
2020
Q4 | $416K | Buy |
|