FCG Investment 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 | $302K | Sell |
3,292
-4,914
| -60% | -$451K | 0.16% | 88 |
|
|
2025
Q1 | $755K | Sell |
8,206
-23,795
| -74% | -$2.19M | 0.47% | 59 |
|
|
2024
Q4 | $2.63M | Buy |
32,001
+5,090
| +19% | +$419K | 1.6% | 15 |
|
|
2024
Q3 | $2.43M | Buy |
26,911
+14,875
| +124% | +$1.34M | 1.59% | 17 |
|
|
2024
Q2 | $934K | Sell |
12,036
-1,418
| -11% | -$110K | 0.71% | 44 |
|
|
2024
Q1 | $965K | Buy |
13,454
+2,990
| +29% | +$215K | 0.77% | 44 |
|
|
2023
Q4 | $734K | Buy |
+10,464
| New | +$734K | 0.72% | 39 |
|