FG
Fiduciary Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Sell |
96,142
-810
| -0.8% | -$74.4K | 0.83% | 33 |
|
|
2025
Q1 | $8.91M | Sell |
96,952
-2,515
| -3% | -$231K | 0.89% | 31 |
|
|
2024
Q4 | $8.19M | Sell |
99,467
-3,067
| -3% | -$252K | 0.82% | 32 |
|
|
2024
Q3 | $9.25M | Sell |
102,534
-2,973
| -3% | -$268K | 0.94% | 28 |
|
|
2024
Q2 | $8.18M | Sell |
105,507
-3,265
| -3% | -$253K | 0.88% | 28 |
|
|
2024
Q1 | $7.8M | Sell |
108,772
-325
| -0.3% | -$23.3K | 0.85% | 31 |
|
|
2023
Q4 | $7.65M | Sell |
109,097
-2,152
| -2% | -$151K | 0.9% | 31 |
|
|
2023
Q3 | $7.2M | Buy |
111,249
+231
| +0.2% | +$15K | 0.92% | 32 |
|
|
2023
Q2 | $7.8M | Sell |
111,018
-1,175
| -1% | -$82.5K | 0.96% | 32 |
|
|
2023
Q1 | $7.81M | Sell |
112,193
-717
| -0.6% | -$49.9K | 1.01% | 31 |
|
|
2022
Q4 | $8.06M | Buy |
112,910
+1,444
| +1% | +$103K | 1.07% | 30 |
|
|
2022
Q3 | $7.32M | Buy |
111,466
+2,201
| +2% | +$145K | 0.95% | 35 |
|
|
2022
Q2 | $8.51M | Buy |
109,265
+7,560
| +7% | +$589K | 1.06% | 29 |
|
|
2022
Q1 | $7.52M | Buy |
101,705
+12,498
| +14% | +$925K | 0.99% | 31 |
|
|
2021
Q4 | $6.12M | Buy |
89,207
+551
| +0.6% | +$37.8K | 0.68% | 44 |
|
|
2021
Q3 | $5.61M | Buy |
88,656
+2,850
| +3% | +$180K | 0.64% | 47 |
|
|
2021
Q2 | $5.49M | Buy |
85,806
+6,244
| +8% | +$400K | 0.64% | 47 |
|
|
2021
Q1 | $5.27M | Buy |
79,562
+11,979
| +18% | +$793K | 0.64% | 47 |
|
|
2020
Q4 | $4.14M | Buy |
67,583
+13,141
| +24% | +$805K | 0.55% | 49 |
|
|
2020
Q3 | $2.95M | Buy |
54,442
+12,275
| +29% | +$666K | 0.45% | 52 |
|
|
2020
Q2 | $2.19M | Buy |
42,167
+8,067
| +24% | +$418K | 0.36% | 60 |
|
|
2020
Q1 | $1.85M | Buy |
34,100
+442
| +1% | +$23.9K | 0.36% | 59 |
|
|
2019
Q4 | $2.14M | Sell |
33,658
-314
| -0.9% | -$20K | 0.34% | 64 |
|
|
2019
Q3 | $2.1M | Sell |
33,972
-1,493
| -4% | -$92.2K | 0.37% | 60 |
|
|
2019
Q2 | $1.96M | Sell |
35,465
-1,150
| -3% | -$63.6K | 0.35% | 61 |
|
|
2019
Q1 | $1.89M | Buy |
36,615
+1,100
| +3% | +$56.8K | 0.35% | 64 |
|
|
2018
Q4 | $1.56M | Buy |
35,515
+27
| +0.1% | +$1.19K | 0.32% | 66 |
|
|
2018
Q3 | $1.55M | Sell |
35,488
-172
| -0.5% | -$7.5K | 0.3% | 74 |
|
|
2018
Q2 | $1.65M | Sell |
35,660
-993
| -3% | -$46K | 0.35% | 65 |
|
|
2018
Q1 | $1.64M | Sell |
36,653
-1,100
| -3% | -$49.1K | 0.35% | 68 |
|
|
2017
Q4 | $1.82M | Sell |
37,753
-480
| -1% | -$23.1K | 0.39% | 66 |
|
|
2017
Q3 | $1.88M | Sell |
38,233
-630
| -2% | -$31K | 0.42% | 65 |
|
|
2017
Q2 | $1.86M | Buy |
38,863
+698
| +2% | +$33.4K | 0.43% | 65 |
|
|
2017
Q1 | $1.9M | Sell |
38,165
-2,998
| -7% | -$149K | 0.45% | 64 |
|
|
2016
Q4 | $2.03M | Buy |
41,163
+3,402
| +9% | +$167K | 0.52% | 60 |
|
|
2016
Q3 | $1.94M | Sell |
37,761
-730
| -2% | -$37.4K | 0.52% | 64 |
|
|
2016
Q2 | $2.06M | Buy |
38,491
+399
| +1% | +$21.4K | 0.57% | 57 |
|
|
2016
Q1 | $1.97M | Buy |
38,092
+2,146
| +6% | +$111K | 0.57% | 53 |
|
|
2015
Q4 | $1.68M | Buy |
35,946
+2,001
| +6% | +$93.6K | 0.5% | 60 |
|
|
2015
Q3 | $1.52M | Buy |
33,945
+1,983
| +6% | +$88.6K | 0.5% | 64 |
|
|
2015
Q2 | $1.34M | Buy |
+31,962
| New | +$1.34M | 0.42% | 82 |
|