Rothschild Investment LLC’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 | $9.08M | Sell |
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|
2025
Q1 | $9.29M | Buy |
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|
2024
Q4 | $8.1M | Sell |
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|
2024
Q3 | $8.89M | Sell |
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|
2024
Q2 | $7.7M | Buy |
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|
2024
Q1 | $2.49M | Buy |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.48M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.47M | Sell |
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|
2022
Q1 | $2.52M | Sell |
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|
2021
Q4 | $2.39M | Sell |
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|
2021
Q3 | $2.22M | Hold |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $2.19M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.04M | Hold |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $938K | Sell |
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|
2018
Q3 | $942K | Sell |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.18M | Hold |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.26M | Sell |
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|
2017
Q1 | $2.71M | Buy |
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|
2016
Q4 | $2.63M | Buy |
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|
2016
Q3 | $2.68M | Buy |
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|
2016
Q2 | $2.8M | Buy |
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|
2016
Q1 | $2.35M | Hold |
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|
2015
Q4 | $2.13M | Buy |
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|
2015
Q3 | $1.9M | Buy |
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|
2015
Q2 | $1.38M | Buy |
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|
2015
Q1 | $1.37M | Buy |
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|
2014
Q4 | $1.31M | Sell |
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|
2014
Q3 | $1.18M | Buy |
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|
2014
Q2 | $251K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $266K | Buy |
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