RFA
Rollins Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
19,044
+535
| +3% | +$49.1K | 0.28% | 48 |
|
|
2025
Q1 | $1.7M | Buy |
18,509
+725
| +4% | +$66.7K | 0.3% | 47 |
|
|
2024
Q4 | $1.46M | Buy |
17,784
+4,263
| +32% | +$351K | 0.23% | 48 |
|
|
2024
Q3 | $1.22M | Buy |
13,521
+1,447
| +12% | +$130K | 0.2% | 53 |
|
|
2024
Q2 | $937K | Sell |
12,074
-806
| -6% | -$62.5K | 0.16% | 58 |
|
|
2024
Q1 | $924K | Buy |
12,880
+1,456
| +13% | +$104K | 0.17% | 56 |
|
|
2023
Q4 | $801K | Buy |
+11,424
| New | +$801K | 0.17% | 58 |
|