Roundview Capital’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 | $919K | Buy |
10,009
+160
| +2% | +$14.7K | 0.06% | 220 |
|
|
2025
Q1 | $906K | Sell |
9,849
-401
| -4% | -$36.9K | 0.07% | 208 |
|
|
2024
Q4 | $844K | Buy |
10,250
+669
| +7% | +$55.1K | 0.06% | 225 |
|
|
2024
Q3 | $864K | Buy |
9,581
+441
| +5% | +$39.8K | 0.06% | 234 |
|
|
2024
Q2 | $709K | Buy |
9,140
+1,705
| +23% | +$132K | 0.06% | 233 |
|
|
2024
Q1 | $533K | Buy |
7,435
+1,481
| +25% | +$106K | 0.04% | 252 |
|
|
2023
Q4 | $417K | Buy |
+5,954
| New | +$417K | 0.04% | 260 |
|