RSWM
Robertson Stephens Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
5,622
-3,082
| -35% | -$283K | 0.02% | 355 |
|
|
2025
Q1 | $800K | Sell |
8,704
-259
| -3% | -$23.8K | 0.03% | 286 |
|
|
2024
Q4 | $738K | Buy |
8,963
+2,957
| +49% | +$243K | 0.03% | 294 |
|
|
2024
Q3 | $542K | Buy |
6,006
+1,421
| +31% | +$128K | 0.02% | 394 |
|
|
2024
Q2 | $356K | Buy |
4,585
+740
| +19% | +$57.4K | 0.02% | 384 |
|
|
2024
Q1 | $276K | Sell |
3,845
-21
| -0.5% | -$1.51K | 0.01% | 436 |
|
|
2023
Q4 | $271K | Sell |
3,866
-738
| -16% | -$51.8K | 0.02% | 396 |
|
|
2023
Q3 | $298K | Buy |
4,604
+6
| +0.1% | +$388 | 0.02% | 376 |
|
|
2023
Q2 | $323K | Sell |
4,598
-167
| -4% | -$11.7K | 0.02% | 342 |
|
|
2023
Q1 | $332K | Buy |
4,765
+950
| +25% | +$66.1K | 0.03% | 349 |
|
|
2022
Q4 | $272K | Buy |
3,815
+51
| +1% | +$3.64K | 0.03% | 349 |
|
|
2022
Q3 | $255K | Hold |
3,764
| – | – | 0.03% | 306 |
|
|
2022
Q2 | $268K | Hold |
3,764
| – | – | 0.03% | 308 |
|
|
2022
Q1 | $272K | Buy |
3,764
+90
| +2% | +$6.5K | 0.02% | 326 |
|
|
2021
Q4 | $251K | Buy |
3,674
+52
| +1% | +$3.55K | 0.02% | 344 |
|
|
2021
Q3 | $224K | Sell |
3,622
-50
| -1% | -$3.09K | 0.03% | 290 |
|
|
2021
Q2 | $222K | Buy |
3,672
+6
| +0.2% | +$363 | 0.03% | 305 |
|
|
2021
Q1 | $227K | Buy |
3,666
+44
| +1% | +$2.72K | 0.04% | 269 |
|
|
2020
Q4 | $222K | Sell |
3,622
-135
| -4% | -$8.27K | 0.05% | 227 |
|
|
2020
Q3 | $203K | Buy |
+3,757
| New | +$203K | 0.05% | 230 |
|