FWM
Finer Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
2,634
-174
| -6% | -$16K | 0.13% | 80 |
|
|
2025
Q1 | $258K | Hold |
2,808
| – | – | 0.15% | 73 |
|
|
2024
Q4 | $231K | Hold |
2,808
| – | – | 0.13% | 80 |
|
|
2024
Q3 | $253K | Hold |
2,808
| – | – | 0.16% | 72 |
|
|
2024
Q2 | $218K | Hold |
2,808
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $201K | Buy |
+2,808
| New | +$201K | 0.13% | 77 |
|
|
2023
Q4 | – | Sell |
-3,397
| Closed | -$220K | – | 81 |
|
|
2023
Q3 | $220K | Hold |
3,397
| – | – | 0.18% | 78 |
|
|
2023
Q2 | $239K | Buy |
+3,397
| New | +$239K | 0.19% | 76 |
|