Rodgers & Associates’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 | $250K | Buy |
2,728
+23
| +0.9% | +$2.11K | 0.03% | 89 |
|
|
2025
Q1 | $249K | Buy |
2,705
+22
| +0.8% | +$2.02K | 0.03% | 81 |
|
|
2024
Q4 | $221K | Buy |
2,683
+23
| +0.9% | +$1.89K | 0.03% | 88 |
|
|
2024
Q3 | $240K | Buy |
2,660
+21
| +0.8% | +$1.89K | 0.03% | 85 |
|
|
2024
Q2 | $205K | Buy |
+2,639
| New | +$205K | 0.03% | 90 |
|