Shufro Rose & Co’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 | $334K | Hold |
3,627
| – | – | 0.03% | 221 |
|
|
2025
Q1 | $334K | Buy |
3,627
+748
| +26% | +$68.8K | 0.03% | 225 |
|
|
2024
Q4 | $237K | Hold |
2,879
| – | – | 0.02% | 254 |
|
|
2024
Q3 | $223K | Hold |
2,879
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $223K | Hold |
2,879
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $207K | Buy |
+2,879
| New | +$207K | 0.02% | 274 |
|