Ritholtz Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
20,036
+3,065
| +18% | +$281K | 0.04% | 307 |
|
|
2025
Q1 | $1.56M | Buy |
16,971
+3,461
| +26% | +$318K | 0.05% | 300 |
|
|
2024
Q4 | $1.11M | Sell |
13,510
-143
| -1% | -$11.8K | 0.03% | 339 |
|
|
2024
Q3 | $1.23M | Buy |
13,653
+2,476
| +22% | +$223K | 0.04% | 332 |
|
|
2024
Q2 | $867K | Buy |
11,177
+2,021
| +22% | +$157K | 0.03% | 378 |
|
|
2024
Q1 | $657K | Sell |
9,156
-75
| -0.8% | -$5.38K | 0.02% | 463 |
|
|
2023
Q4 | $647K | Buy |
9,231
+1,246
| +16% | +$87.4K | 0.03% | 432 |
|
|
2023
Q3 | $517K | Sell |
7,985
-2,822
| -26% | -$183K | 0.02% | 448 |
|
|
2023
Q2 | $759K | Buy |
10,807
+425
| +4% | +$29.9K | 0.03% | 341 |
|
|
2023
Q1 | $722K | Sell |
10,382
-766
| -7% | -$53.3K | 0.04% | 337 |
|
|
2022
Q4 | $796K | Sell |
11,148
-9,017
| -45% | -$644K | 0.04% | 276 |
|
|
2022
Q3 | $1.37M | Buy |
20,165
+8,879
| +79% | +$604K | 0.07% | 188 |
|
|
2022
Q2 | $805K | Buy |
11,286
+2,434
| +27% | +$174K | 0.05% | 229 |
|
|
2022
Q1 | $642K | Buy |
8,852
+1,098
| +14% | +$79.6K | 0.04% | 259 |
|
|
2021
Q4 | $532K | Buy |
7,754
+575
| +8% | +$39.5K | 0.03% | 288 |
|
|
2021
Q3 | $445K | Sell |
7,179
-439
| -6% | -$27.2K | 0.03% | 295 |
|
|
2021
Q2 | $461K | Buy |
7,618
+1,233
| +19% | +$74.6K | 0.03% | 268 |
|
|
2021
Q1 | $397K | Sell |
6,385
-393
| -6% | -$24.4K | 0.03% | 244 |
|
|
2020
Q4 | $416K | Buy |
+6,778
| New | +$416K | 0.04% | 193 |
|