Farther Finance 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 | $4.03M | Buy |
43,859
+3,268
| +8% | +$300K | 0.08% | 221 |
|
|
2025
Q1 | $3.73M | Buy |
40,591
+15,584
| +62% | +$1.43M | 0.1% | 196 |
|
|
2024
Q4 | $2.06M | Buy |
25,007
+2,879
| +13% | +$237K | 0.07% | 219 |
|
|
2024
Q3 | $2M | Buy |
22,128
+9,222
| +71% | +$832K | 0.07% | 209 |
|
|
2024
Q2 | $994K | Buy |
12,906
+2,385
| +23% | +$184K | 0.05% | 304 |
|
|
2024
Q1 | $748K | Buy |
10,521
+1,143
| +12% | +$81.3K | 0.05% | 306 |
|
|
2023
Q4 | $658K | Buy |
9,378
+6,597
| +237% | +$463K | 0.05% | 299 |
|
|
2023
Q3 | $180K | Buy |
2,781
+743
| +36% | +$48.1K | 0.03% | 409 |
|
|
2023
Q2 | $143K | Buy |
2,038
+270
| +15% | +$19K | 0.03% | 373 |
|
|
2023
Q1 | $123K | Buy |
1,768
+573
| +48% | +$39.9K | 0.04% | 352 |
|
|
2022
Q4 | $85.3K | Buy |
+1,195
| New | +$85.3K | 0.03% | 359 |
|