Roble Belko & Company’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
1,154
| – | – | 0.02% | 136 |
|
|
2025
Q1 | $106K | Hold |
1,154
| – | – | 0.02% | 133 |
|
|
2024
Q4 | $95K | Buy |
+1,154
| New | +$95K | 0.02% | 137 |
|
|
2022
Q2 | – | Sell |
-92
| Closed | -$7K | – | 377 |
|
|
2022
Q1 | $7K | Hold |
92
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 281 |
|