Roberts, Glore & Co’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
Q2 | $746K | Sell |
|
|||||
|
2025
Q1 | $789K | Hold |
|
|||||
|
2024
Q4 | $706K | Hold |
|
|||||
|
2024
Q3 | $773K | Sell |
|
|||||
|
2024
Q2 | $677K | Sell |
|
|||||
|
2024
Q1 | $638K | Sell |
|
|||||
|
2023
Q4 | $630K | Hold |
|
|||||
|
2023
Q3 | $582K | Hold |
|
|||||
|
2023
Q2 | $632K | Sell |
|
|||||
|
2023
Q1 | $641K | Sell |
|
|||||
|
2022
Q4 | $665K | Sell |
|
|||||
|
2022
Q3 | $660K | Sell |
|
|||||
|
2022
Q2 | $725K | Sell |
|
|||||
|
2022
Q1 | $739K | Sell |
|
|||||
|
2021
Q4 | $739K | Hold |
|
|||||
|
2021
Q3 | $668K | Sell |
|
|||||
|
2021
Q2 | $656K | Sell |
|
|||||
|
2021
Q1 | $690K | Hold |
|
|||||
|
2020
Q4 | $681K | Sell |
|
|||||
|
2020
Q3 | $615K | Buy |
|
|||||
|
2020
Q2 | $583K | Sell |
|
|||||
|
2020
Q1 | $609K | Buy |
|
|||||
|
2019
Q4 | $709K | Buy |
|
|||||
|
2019
Q3 | $422K | Sell |
|
|||||
|
2019
Q2 | $387K | Sell |
|
|||||
|
2019
Q1 | $366K | Hold |
|
|||||
|
2018
Q4 | $311K | Buy |
|
|||||
|
2018
Q3 | $296K | Sell |
|
|||||
|
2018
Q2 | $324K | Buy |
|
|||||
|
2018
Q1 | $304K | Buy |
|
|||||
|
2017
Q4 | $217K | Hold |
|
|||||
|
2017
Q3 | $222K | Hold |
|
|||||
|
2017
Q2 | $216K | Hold |
|
|||||
|
2017
Q1 | $225K | Hold |
|
|||||
|
2016
Q4 | $222K | Buy |
|
|||||
|
2016
Q3 | $216K | Buy |
|
|||||
|
2016
Q2 | $223K | Buy |
|