Rossmore Private Capital’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
Q3 | $287K | Hold |
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|
2025
Q2 | $278K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $222K | Hold |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $277K | Buy |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $624K | Buy |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q2 | $323K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $10K | Buy |
|