Fairfield Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-284
| Closed | -$23.4K | – | 180 |
|
|
2024
Q4 | $23.4K | Buy |
284
+2
| +0.7% | +$165 | 0.01% | 159 |
|
|
2024
Q3 | $25.4K | Buy |
282
+2
| +0.7% | +$180 | 0.01% | 174 |
|
|
2024
Q2 | $21.7K | Buy |
+280
| New | +$21.7K | 0.01% | 170 |
|
|
2023
Q4 | $33.3K | Buy |
474
+4
| +0.9% | +$281 | 0.01% | 174 |
|
|
2023
Q3 | $30.4K | Buy |
470
+5
| +1% | +$324 | 0.01% | 162 |
|
|
2023
Q2 | $32.7K | Buy |
465
+5
| +1% | +$351 | 0.01% | 168 |
|
|
2023
Q1 | $31.8K | Buy |
460
+4
| +0.9% | +$276 | 0.01% | 170 |
|
|
2022
Q4 | $32.5K | Buy |
456
+5
| +1% | +$357 | 0.01% | 149 |
|
|
2022
Q3 | $30.7K | Buy |
451
+4
| +0.9% | +$272 | 0.01% | 149 |
|
|
2022
Q2 | $31.9K | Buy |
447
+4
| +0.9% | +$285 | 0.01% | 141 |
|
|
2022
Q1 | $32.1K | Buy |
+443
| New | +$32.1K | 0.01% | 152 |
|