Fiduciary Planning’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 | $225K | Hold |
2,453
| – | – | 0.07% | 73 |
|
|
2025
Q1 | $226K | Buy |
+2,453
| New | +$226K | 0.07% | 70 |
|
|
2021
Q2 | – | Sell |
-48
| Closed | -$3K | – | 234 |
|
|
2021
Q1 | $3K | Sell |
48
-23,753
| -100% | -$1.48M | ﹤0.01% | 221 |
|
|
2020
Q4 | $1.46M | Buy |
23,801
+965
| +4% | +$59.3K | 2.06% | 25 |
|
|
2020
Q3 | $1.24M | Buy |
22,836
+2,184
| +11% | +$118K | 2.04% | 22 |
|
|
2020
Q2 | $1.13M | Sell |
20,652
-292
| -1% | -$15.9K | 2.48% | 15 |
|
|
2020
Q1 | $1.13M | Buy |
+20,944
| New | +$1.13M | 2.13% | 11 |
|