Rowlandmiller & Partners’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 | $1.15M | Buy |
12,554
+35
| +0.3% | +$3.21K | 0.24% | 76 |
|
|
2025
Q1 | $1.15M | Buy |
12,519
+35
| +0.3% | +$3.22K | 0.24% | 74 |
|
|
2024
Q4 | $1.03M | Sell |
12,484
-61
| -0.5% | -$5.02K | 0.21% | 82 |
|
|
2024
Q3 | $1.13M | Sell |
12,545
-2,050
| -14% | -$185K | 0.23% | 80 |
|
|
2024
Q2 | $1.13M | Hold |
14,595
| – | – | 0.25% | 72 |
|
|
2024
Q1 | $1.05M | Hold |
14,595
| – | – | 0.22% | 78 |
|
|
2023
Q4 | $1.02M | Sell |
14,595
-910
| -6% | -$63.8K | 0.23% | 76 |
|
|
2023
Q3 | $1M | Buy |
15,505
+16
| +0.1% | +$1.04K | 0.25% | 73 |
|
|
2023
Q2 | $1.09M | Hold |
15,489
| – | – | 0.26% | 72 |
|
|
2023
Q1 | $1.08M | Buy |
15,489
+633
| +4% | +$44K | 0.26% | 67 |
|
|
2022
Q4 | $1.07M | Sell |
14,856
-75
| -0.5% | -$5.39K | 0.26% | 67 |
|
|
2022
Q3 | $1.02M | Buy |
14,931
+283
| +2% | +$19.2K | 0.27% | 66 |
|
|
2022
Q2 | $1.04M | Hold |
14,648
| – | – | 0.27% | 64 |
|
|
2022
Q1 | $1.06M | Buy |
14,648
+50
| +0.3% | +$3.63K | 0.25% | 67 |
|
|
2021
Q4 | $1M | Buy |
14,598
+2,192
| +18% | +$150K | 0.22% | 76 |
|
|
2021
Q3 | $643K | Sell |
12,406
-1,197
| -9% | -$62.1K | 0.22% | 68 |
|
|
2021
Q2 | $823K | Buy |
13,603
+33
| +0.2% | +$2K | 0.2% | 81 |
|
|
2021
Q1 | $844K | Buy |
13,570
+34
| +0.3% | +$2.11K | 0.22% | 75 |
|
|
2020
Q4 | $832K | Buy |
13,536
+1,205
| +10% | +$74K | 0.24% | 68 |
|
|
2020
Q3 | $668K | Sell |
12,331
-75
| -0.6% | -$4.06K | 0.27% | 65 |
|
|
2020
Q2 | $643K | Buy |
12,406
+75
| +0.6% | +$3.89K | 0.22% | 68 |
|
|
2020
Q1 | $668K | Buy |
12,331
+72
| +0.6% | +$3.9K | 0.27% | 65 |
|
|
2019
Q4 | $781K | Buy |
12,259
+7,833
| +177% | +$499K | 0.24% | 68 |
|
|
2019
Q3 | $273K | Sell |
4,426
-7,400
| -63% | -$456K | 0.09% | 98 |
|
|
2019
Q2 | $653K | Buy |
11,826
+25
| +0.2% | +$1.38K | 0.23% | 72 |
|
|
2019
Q1 | $610K | Buy |
11,801
+46
| +0.4% | +$2.38K | 0.22% | 70 |
|
|
2018
Q4 | $516K | Buy |
11,755
+9
| +0.1% | +$395 | 0.21% | 71 |
|
|
2018
Q3 | $512K | Buy |
11,746
+29
| +0.2% | +$1.26K | 0.19% | 78 |
|
|
2018
Q2 | $544K | Buy |
11,717
+30
| +0.3% | +$1.39K | 0.21% | 73 |
|
|
2018
Q1 | $523K | Sell |
11,687
-247
| -2% | -$11K | 0.21% | 73 |
|
|
2017
Q4 | $574K | Buy |
11,934
+24
| +0.2% | +$1.16K | 0.23% | 72 |
|
|
2017
Q3 | $586K | Buy |
11,910
+24
| +0.2% | +$1.18K | 0.24% | 67 |
|
|
2017
Q2 | $571K | Buy |
11,886
+24
| +0.2% | +$1.15K | 0.24% | 63 |
|
|
2017
Q1 | $592K | Buy |
11,862
+22
| +0.2% | +$1.1K | 0.26% | 61 |
|
|
2016
Q4 | $583K | Buy |
11,840
+7,274
| +159% | +$358K | 0.26% | 61 |
|
|
2016
Q3 | $234K | Buy |
4,566
+21
| +0.5% | +$1.08K | 0.11% | 95 |
|
|
2016
Q2 | $244K | Sell |
4,545
-7,741
| -63% | -$416K | 0.11% | 95 |
|
|
2016
Q1 | $636K | Buy |
12,286
+7,785
| +173% | +$403K | 0.3% | 60 |
|
|
2015
Q4 | $209K | Buy |
4,501
+22
| +0.5% | +$1.02K | 0.11% | 96 |
|
|
2015
Q3 | $200K | Buy |
4,479
+525
| +13% | +$23.4K | 0.11% | 96 |
|
|
2015
Q2 | $166K | Buy |
3,954
+24
| +0.6% | +$1.01K | 0.08% | 109 |
|
|
2015
Q1 | $174K | Sell |
3,930
-79
| -2% | -$3.5K | 0.09% | 103 |
|
|
2014
Q4 | $197K | Buy |
+4,009
| New | +$197K | 0.1% | 98 |
|