Rockline Wealth Management’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 | $3.06M | Buy |
33,317
+363
| +1% | +$33.3K | 0.72% | 39 |
|
|
2025
Q1 | $3.03M | Buy |
32,954
+1,227
| +4% | +$113K | 0.84% | 40 |
|
|
2024
Q4 | $2.61M | Buy |
31,727
+1,832
| +6% | +$151K | 0.7% | 46 |
|
|
2024
Q3 | $2.7M | Buy |
29,895
+914
| +3% | +$82.4K | 0.76% | 43 |
|
|
2024
Q2 | $2.25M | Buy |
28,981
+506
| +2% | +$39.3K | 0.69% | 45 |
|
|
2024
Q1 | $2.04M | Buy |
28,475
+731
| +3% | +$52.4K | 0.71% | 44 |
|
|
2023
Q4 | $1.95M | Buy |
+27,744
| New | +$1.95M | 0.81% | 42 |
|