Fiduciary Alliance’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.5M | Sell |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $945K | Buy |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $67.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $39.8K | Buy |
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