Faithward 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
Q2 | $711K | Sell |
7,748
-262
| -3% | -$24.1K | 0.11% | 130 |
|
|
2025
Q1 | $737K | Buy |
8,010
+208
| +3% | +$19.1K | 0.13% | 127 |
|
|
2024
Q4 | $642K | Buy |
7,802
+21
| +0.3% | +$1.73K | 0.11% | 132 |
|
|
2024
Q3 | $702K | Hold |
7,781
| – | – | 0.12% | 133 |
|
|
2024
Q2 | $604K | Buy |
7,781
+144
| +2% | +$11.2K | 0.11% | 140 |
|
|
2024
Q1 | $548K | Buy |
7,637
+4,339
| +132% | +$311K | 0.1% | 145 |
|
|
2023
Q4 | $222K | Sell |
3,298
-209
| -6% | -$14K | 0.05% | 159 |
|
|
2023
Q3 | $236K | Buy |
+3,507
| New | +$236K | 0.06% | 151 |
|