Romano Brothers & Co’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
$1.59M Sell
17,369
-820
-5% -$75.3K 0.2% 124
2025
Q1
$1.67M Sell
18,189
-496
-3% -$45.6K 0.22% 120
2024
Q4
$1.54M Sell
18,685
-1,116
-6% -$91.9K 0.19% 127
2024
Q3
$1.79M Buy
19,801
+372
+2% +$33.5K 0.22% 118
2024
Q2
$1.51M Sell
19,429
-300
-2% -$23.3K 0.21% 122
2024
Q1
$1.42M Sell
19,729
-50
-0.3% -$3.59K 0.19% 128
2023
Q4
$1.39M Buy
19,779
+375
+2% +$26.3K 0.21% 125
2023
Q3
$1.26M Sell
19,404
-99
-0.5% -$6.41K 0.2% 130
2023
Q2
$1.37M Sell
19,503
-125
-0.6% -$8.78K 0.2% 125
2023
Q1
$1.37M Sell
19,628
-1,520
-7% -$106K 0.21% 121
2022
Q4
$1.51M Buy
21,148
+74
+0.4% +$5.28K 0.23% 112
2022
Q3
$1.43M Buy
+21,074
New +$1.43M 0.23% 111