Rockbridge Investment Management’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
Q4 | $227K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $160K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $55.3K | Hold |
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|
2022
Q1 | $57.4K | Hold |
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|
2021
Q4 | $53K | Buy |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $47K | Sell |
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|
2020
Q4 | $144K | Buy |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $44K | Buy |
|