FAS Wealth Partners’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 | $2.88M | Buy |
31,329
+1,987
| +7% | +$182K | 0.21% | 95 |
|
|
2025
Q1 | $2.7M | Buy |
29,342
+1,380
| +5% | +$127K | 0.22% | 97 |
|
|
2024
Q4 | $2.3M | Buy |
27,962
+1,077
| +4% | +$88.7K | 0.19% | 107 |
|
|
2024
Q3 | $2.42M | Buy |
26,885
+1,046
| +4% | +$94.3K | 0.19% | 106 |
|
|
2024
Q2 | $2M | Buy |
25,839
+1,344
| +5% | +$104K | 0.17% | 112 |
|
|
2024
Q1 | $1.76M | Buy |
24,495
+133
| +0.5% | +$9.54K | 0.16% | 118 |
|
|
2023
Q4 | $1.71M | Buy |
24,362
+21,250
| +683% | +$1.49M | 0.16% | 118 |
|
|
2023
Q3 | $201K | Sell |
3,112
-7
| -0.2% | -$453 | 0.02% | 270 |
|
|
2023
Q2 | $219K | Sell |
3,119
-1,775
| -36% | -$125K | 0.03% | 246 |
|
|
2023
Q1 | $341K | Sell |
4,894
-952
| -16% | -$66.2K | 0.04% | 222 |
|
|
2022
Q4 | $417K | Buy |
5,846
+48
| +0.8% | +$3.43K | 0.05% | 213 |
|
|
2022
Q3 | $394K | Buy |
5,798
+320
| +6% | +$21.7K | 0.04% | 202 |
|
|
2022
Q2 | $391K | Sell |
5,478
-9,354
| -63% | -$668K | 0.04% | 203 |
|
|
2022
Q1 | $1.08M | Buy |
14,832
+3,298
| +29% | +$239K | 0.1% | 123 |
|
|
2021
Q4 | $791K | Buy |
11,534
+4,114
| +55% | +$282K | 0.07% | 149 |
|
|
2021
Q3 | $460K | Buy |
7,420
+1,482
| +25% | +$91.9K | 0.04% | 191 |
|
|
2021
Q2 | $359K | Buy |
5,938
+2,110
| +55% | +$128K | 0.03% | 217 |
|
|
2021
Q1 | $238K | Buy |
3,828
+366
| +11% | +$22.8K | 0.02% | 238 |
|
|
2020
Q4 | $213K | Buy |
+3,462
| New | +$213K | 0.02% | 239 |
|
|
2020
Q1 | – | Sell |
-3,513
| Closed | -$224K | – | 323 |
|
|
2019
Q4 | $224K | Buy |
3,513
+29
| +0.8% | +$1.85K | 0.04% | 187 |
|
|
2019
Q3 | $215K | Buy |
+3,484
| New | +$215K | 0.04% | 185 |
|
|
2018
Q2 | – | Sell |
-4,568
| Closed | -$204K | – | 172 |
|
|
2018
Q1 | $204K | Buy |
4,568
+238
| +5% | +$10.6K | 0.06% | 165 |
|
|
2017
Q4 | $208K | Buy |
4,330
+40
| +0.9% | +$1.92K | 0.05% | 168 |
|
|
2017
Q3 | $211K | Buy |
4,290
+41
| +1% | +$2.02K | 0.06% | 167 |
|
|
2017
Q2 | $203K | Buy |
4,249
+40
| +1% | +$1.91K | 0.06% | 161 |
|
|
2017
Q1 | $210K | Buy |
+4,209
| New | +$210K | 0.06% | 158 |
|
|
2016
Q4 | – | Sell |
-3,980
| Closed | -$204K | – | 159 |
|
|
2016
Q3 | $204K | Buy |
3,980
+11
| +0.3% | +$564 | 0.07% | 144 |
|
|
2016
Q2 | $213K | Buy |
3,969
+37
| +0.9% | +$1.99K | 0.08% | 138 |
|
|
2016
Q1 | $203K | Buy |
+3,932
| New | +$203K | 0.1% | 116 |
|