RDFA
Ritter Daniher Financial Advisory’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
1,450
+1,100
| +314% | +$101K | 0.03% | 110 |
|
|
2025
Q1 | $32.2K | Hold |
350
| – | – | 0.01% | 189 |
|
|
2024
Q4 | $28.8K | Hold |
350
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $31.6K | Hold |
350
| – | – | 0.01% | 184 |
|
|
2024
Q2 | $27.2K | Hold |
350
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $25.1K | Hold |
350
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $24.5K | Hold |
350
| – | – | 0.01% | 191 |
|
|
2023
Q3 | $22.7K | Hold |
350
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $24.6K | Hold |
350
| – | – | 0.01% | 171 |
|
|
2023
Q1 | $24.4K | Buy |
+350
| New | +$24.4K | 0.01% | 169 |
|