Roundview Capital’s Southern Company SO Stock Holding History

Roundview Capital’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$940K	Sell
2025 Q2	$919K	Buy
2025 Q1	$906K	Sell
2024 Q4	$844K	Buy
2024 Q3	$864K	Buy
2024 Q2	$709K	Buy
2024 Q1	$533K	Buy
2023 Q4	$417K	Buy