Royal Fund Management’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 | $334K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $651K | Buy |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $180K | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q2 | $187K | Sell |
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|
2019
Q1 | $194K | Buy |
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|
2018
Q4 | $156K | Buy |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $160K | Hold |
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|
2018
Q1 | $155K | Buy |
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|
2017
Q4 | $132K | Sell |
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|
2017
Q3 | $152K | Sell |
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|
2017
Q2 | $152K | Sell |
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|
2017
Q1 | $158K | Buy |
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|
2016
Q4 | $149K | Buy |
|