Ruedi Wealth Management’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 | – | Sell |
-1,329
| Closed | -$122K | – | 277 |
|
|
2025
Q1 | $122K | Hold |
1,329
| – | – | 0.04% | 60 |
|
|
2024
Q4 | $109K | Hold |
1,329
| – | – | 0.03% | 65 |
|
|
2024
Q3 | $120K | Sell |
1,329
-34
| -2% | -$3.07K | 0.04% | 61 |
|
|
2024
Q2 | $106K | Buy |
1,363
+34
| +3% | +$2.64K | 0.04% | 63 |
|
|
2024
Q1 | $95.4K | Hold |
1,329
| – | – | 0.04% | 65 |
|
|
2023
Q4 | $93.2K | Hold |
1,329
| – | – | 0.04% | 61 |
|
|
2023
Q3 | $86K | Hold |
1,329
| – | – | 0.05% | 58 |
|
|
2023
Q2 | $93.4K | Hold |
1,329
| – | – | 0.05% | 55 |
|
|
2023
Q1 | $92.5K | Hold |
1,329
| – | – | 0.06% | 57 |
|
|
2022
Q4 | $94.9K | Buy |
+1,329
| New | +$94.9K | 0.07% | 51 |
|