Firestone Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Sell |
|
|||||
|
2025
Q2 | $424K | Buy |
|
|||||
|
2025
Q1 | $424K | Buy |
|
|||||
|
2024
Q4 | $352K | Sell |
|
|||||
|
2024
Q3 | $679K | Hold |
|
|||||
|
2024
Q2 | $584K | Hold |
|
|||||
|
2024
Q1 | $540K | Hold |
|
|||||
|
2023
Q4 | $528K | Hold |
|
|||||
|
2023
Q3 | $487K | Hold |
|
|||||
|
2023
Q2 | $528K | Hold |
|
|||||
|
2023
Q1 | $524K | Sell |
|
|||||
|
2022
Q4 | $551K | Hold |
|
|||||
|
2022
Q3 | $525K | Hold |
|
|||||
|
2022
Q2 | $550K | Hold |
|
|||||
|
2022
Q1 | $560K | Hold |
|
|||||
|
2021
Q4 | $529K | Hold |
|
|||||
|
2021
Q3 | $467K | Hold |
|
|||||
|
2021
Q2 | $467K | Sell |
|
|||||
|
2021
Q1 | $528K | Sell |
|
|||||
|
2020
Q4 | $573K | Hold |
|
|||||
|
2020
Q3 | $505K | Hold |
|
|||||
|
2020
Q2 | $483K | Sell |
|
|||||
|
2020
Q1 | $697K | Sell |
|
|||||
|
2019
Q4 | $1.02M | Buy |
|