Financial Gravity Asset Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Sell	1,087 -100	-8%	-$9.25K	0.02%	223
2025 Q4	$104K	Sell	1,187 -34	-3%	-$3.1K	0.02%	174
2025 Q3	$116K	Buy	+1,221	New	+$114K	0.02%	206
2025 Q1	$111K	Buy	+1,207	New	+$104K	0.02%	210
2024 Q2	$1.16K	Sell	15 -2,442	-99%	-$185K	﹤0.01%	807
2024 Q1	$174K	Buy	2,457 +969	+65%	+$66.9K	0.02%	220
2023 Q4	$13.4M	Buy	1,488 +1,203	+422%	+$82.6K	0.14%	74
2023 Q3	$13.3M	Buy	285 +200	+235%	+$13.9K	0.15%	74
2023 Q2	$2.38K	Buy	+85	New	+$6.1K	0.01%	611
2023 Q1	–	Sell	-71	Closed	-$1.06K	–	1593
2022 Q4	$1.06K	Buy	+71	New	+$4.75K	0.01%	657
2022 Q1	–	Sell	-318	Closed	-$21	–	1004
2021 Q4	$21	Hold	318	–	–	﹤0.01%	818
2021 Q3	$20K	Hold	318	–	–	0.01%	808
2021 Q2	$19K	Hold	318	–	–	0.01%	822
2021 Q1	$20	Hold	318	–	–	﹤0.01%	666
2020 Q4	$20K	Buy	+318	New	+$19.1K	0.02%	131
2020 Q2	–	Sell	-362	Closed	-$2.39K	–	772
2020 Q1	$2.39K	Sell	362 -50	-12%	-$3.17K	0.01%	380
2019 Q4	$84K	Sell	412 -6	-1%	-$372	0.06%	402
2019 Q3	$26K	Buy	418 +28	+7%	+$1.62K	0.02%	411
2019 Q2	$22K	Sell	390 -53	-12%	-$2.84K	0.02%	469
2019 Q1	$23K	Buy	+443	New	+$21.7K	0.02%	421
2018 Q3	$20K	Sell	429 -21	-5%	-$968	0.02%	472
2018 Q2	$21K	Buy	450 +37	+9%	+$1.66K	0.02%	468
2018 Q1	$19K	Buy	+413	New	+$18.3K	0.02%	510