Fiduciary Alliance’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 | $2.48M | Buy |
27,024
+527
| +2% | +$48.4K | 0.19% | 124 |
|
|
2025
Q1 | $2.44M | Sell |
26,497
-51
| -0.2% | -$4.69K | 0.24% | 98 |
|
|
2024
Q4 | $2.19M | Buy |
26,548
+16,071
| +153% | +$1.32M | 0.22% | 104 |
|
|
2024
Q3 | $945K | Buy |
10,477
+7,491
| +251% | +$676K | 0.13% | 114 |
|
|
2024
Q2 | $232K | Sell |
2,986
-454
| -13% | -$35.2K | 0.04% | 190 |
|
|
2024
Q1 | $245K | Sell |
3,440
-301
| -8% | -$21.4K | 0.04% | 169 |
|
|
2023
Q4 | $262K | Sell |
3,741
-84
| -2% | -$5.89K | 0.05% | 157 |
|
|
2023
Q3 | $248K | Buy |
3,825
+2,861
| +297% | +$185K | 0.06% | 149 |
|
|
2023
Q2 | $67.7K | Buy |
+964
| New | +$67.7K | 0.01% | 270 |
|
|
2023
Q1 | – | Sell |
-557
| Closed | -$39.8K | – | 758 |
|
|
2022
Q4 | $39.8K | Buy |
+557
| New | +$39.8K | 0.01% | 240 |
|