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Financial Management Professionals’s Southern Company SO Stock Holding History

Financial Management Professionals’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$138K Buy
1,501
+22
+1% +$2.02K 0.02% 171
2025
Q1 		$136K Buy
1,479
+13
+0.9% +$1.2K 0.02% 161
2024
Q4 		$121K Sell
1,466
-7
-0.5% -$576 0.02% 183
2024
Q3 		$133K Buy
1,473
+20
+1% +$1.81K 0.02% 172
2024
Q2 		$113K Sell
1,453
-2,987
-67% -$232K 0.02% 181
2024
Q1 		$319K Sell
4,440
-71
-2% -$5.1K 0.05% 114
2023
Q4 		$316K Buy
4,511
+14
+0.3% +$981 0.05% 92
2023
Q3 		$291K Buy
4,497
+6
+0.1% +$388 0.05% 92
2023
Q2 		$315K Buy
4,491
+37
+0.8% +$2.6K 0.05% 90
2023
Q1 		$310K Buy
4,454
+222
+5% +$15.5K 0.06% 93
2022
Q4 		$302K Buy
4,232
+30
+0.7% +$2.14K 0.06% 88
2022
Q3 		$286K Sell
4,202
-162
-4% -$11K 0.07% 73
2022
Q2 		$311K Buy
4,364
+28
+0.6% +$2K 0.08% 75
2022
Q1 		$314K Buy
4,336
+244
+6% +$17.7K 0.07% 78
2021
Q4 		$281K Hold
4,092
– – 0.06% 77
2021
Q3 		$254K Hold
4,092
– – 0.06% 75
2021
Q2 		$248K Sell
4,092
-491
-11% -$29.8K 0.06% 72
2021
Q1 		$285K Hold
4,583
– – 0.08% 62
2020
Q4 		$282K Hold
4,583
– – 0.08% 58
2020
Q3 		$248K Sell
4,583
-3,502
-43% -$190K 0.09% 52
2020
Q2 		$419K Buy
8,085
+51
+0.6% +$2.64K 0.14% 33
2020
Q1 		$435K Hold
8,034
– – 0.18% 30
2019
Q4 		$512K Hold
8,034
– – 0.17% 30
2019
Q3 		$496K Buy
8,034
+4,034
+101% +$249K 0.18% 31
2019
Q2 		$221K Hold
4,000
– – 0.08% 46
2019
Q1 		$207K Hold
4,000
– – 0.08% 44
2018
Q4 		$176K Hold
4,000
– – 0.11% 41
2018
Q3 		$174K Hold
4,000
– – 0.07% 51
2018
Q2 		$185K Hold
4,000
– – 0.08% 49
2018
Q1 		$179K Hold
4,000
– – 0.09% 45
2017
Q4 		$192K Hold
4,000
– – 0.08% 40
2017
Q3 		$196K Hold
4,000
– – 0.09% 42
2017
Q2 		$191K Hold
4,000
– – 0.09% 45
2017
Q1 		$199K Hold
4,000
– – 0.1% 43
2016
Q4 		$196K Hold
4,000
– – 0.1% 43
2016
Q3 		$205K Hold
4,000
– – 0.11% 40
2016
Q2 		$214K Hold
4,000
– – 0.11% 40
2016
Q1 		$207K Hold
4,000
– – 0.11% 41
2015
Q4 		$187K Hold
4,000
– – 0.1% 43
2015
Q3 		$179K Hold
4,000
– – 0.12% 40
2015
Q2 		$167K Hold
4,000
– – 0.08% 42
2015
Q1 		$177K Hold
4,000
– – 0.08% 39
2014
Q4 		$196K Hold
4,000
– – 0.11% 41
2014
Q3 		$174K Hold
4,000
– – 0.12% 39
2014
Q2 		$181K Hold
4,000
– – 0.12% 40
2014
Q1 		$176K Hold
4,000
– – 0.12% 40
2013
Q4 		$164K Hold
4,000
– – 0.11% 36
2013
Q3 		$165K Hold
4,000
– – 0.1% 37
2013
Q2 		$177K Buy
+4,000
New +$177K 0.13% 36