FSA
Financial Security Advisor’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
12,936
+643
| +5% | +$59K | 0.27% | 43 |
|
|
2025
Q1 | $1.13M | Buy |
12,293
+21
| +0.2% | +$1.93K | 0.29% | 40 |
|
|
2024
Q4 | $1.01M | Buy |
12,272
+161
| +1% | +$13.3K | 0.26% | 44 |
|
|
2024
Q3 | $1.09M | Buy |
12,111
+8,248
| +214% | +$744K | 0.27% | 43 |
|
|
2024
Q2 | $300K | Buy |
3,863
+16
| +0.4% | +$1.24K | 0.1% | 80 |
|
|
2024
Q1 | $276K | Buy |
3,847
+25
| +0.7% | +$1.79K | 0.1% | 84 |
|
|
2023
Q4 | $268K | Sell |
3,822
-1,109
| -22% | -$77.8K | 0.11% | 80 |
|
|
2023
Q3 | $319K | Buy |
+4,931
| New | +$319K | 0.15% | 77 |
|