Rodgers Brothers’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
Q2 | $766K | Hold |
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|
2025
Q1 | $767K | Hold |
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|
2024
Q4 | $687K | Hold |
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|
2024
Q3 | $752K | Hold |
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|
2024
Q2 | $647K | Hold |
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|
2024
Q1 | $599K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $622K | Buy |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $388K | Hold |
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|
2022
Q1 | $395K | Sell |
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|
2021
Q4 | $927K | Sell |
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|
2021
Q3 | $1M | Hold |
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|
2021
Q2 | $981K | Buy |
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|
2021
Q1 | $993K | Buy |
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|
2020
Q4 | $833K | Hold |
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|
2020
Q3 | $736K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $755K | Sell |
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|
2019
Q4 | $904K | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $944K | Buy |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $205K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $226K | Hold |
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|
2017
Q3 | $231K | Sell |
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|
2017
Q2 | $606K | Sell |
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|
2017
Q1 | $818K | Buy |
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|
2016
Q4 | $801K | Sell |
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|
2016
Q3 | $895K | Buy |
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|
2016
Q2 | $929K | Buy |
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|
2016
Q1 | $852K | Sell |
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|
2015
Q4 | $780K | Hold |
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|
2015
Q3 | $745K | Hold |
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|
2015
Q2 | $699K | Hold |
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|
2015
Q1 | $738K | Buy |
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|
2014
Q4 | $789K | Buy |
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|
2014
Q3 | $620K | Hold |
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|
2014
Q2 | $644K | Hold |
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|
2014
Q1 | $624K | Sell |
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|
2013
Q4 | $600K | Hold |
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|
2013
Q3 | $601K | Sell |
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|
2013
Q2 | $670K | Buy |
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