AFT Forsyth & Company’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 | $1.1M | Hold |
11,998
| – | – | 0.56% | 39 |
|
|
2025
Q1 | $1.1M | Hold |
11,998
| – | – | 0.59% | 41 |
|
|
2024
Q4 | $988K | Hold |
11,998
| – | – | 0.48% | 45 |
|
|
2024
Q3 | $1.08M | Hold |
11,998
| – | – | 0.53% | 41 |
|
|
2024
Q2 | $931K | Hold |
11,998
| – | – | 0.46% | 48 |
|
|
2024
Q1 | $861K | Hold |
11,998
| – | – | 0.49% | 49 |
|
|
2023
Q4 | $841K | Hold |
11,998
| – | – | 0.53% | 48 |
|
|
2023
Q3 | $777K | Hold |
11,998
| – | – | 0.57% | 47 |
|
|
2023
Q2 | $843K | Hold |
11,998
| – | – | 0.6% | 45 |
|
|
2023
Q1 | $835K | Hold |
11,998
| – | – | 0.64% | 46 |
|
|
2022
Q4 | $857K | Hold |
11,998
| – | – | 0.73% | 42 |
|
|
2022
Q3 | $816K | Hold |
11,998
| – | – | 0.73% | 43 |
|
|
2022
Q2 | $856K | Buy |
11,998
+265
| +2% | +$18.9K | 0.69% | 41 |
|
|
2022
Q1 | $851K | Buy |
+11,733
| New | +$851K | 0.54% | 53 |
|
|
2013
Q3 | $14K | Hold |
350
| – | – | 0.02% | 259 |
|
|
2013
Q2 | $15K | Buy |
+350
| New | +$15K | 0.02% | 231 |
|