FWP
Firethorn Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
12,298
-145
| -1% | -$13.3K | 0.49% | 43 |
|
|
2025
Q1 | $1.14M | Buy |
12,443
+37
| +0.3% | +$3.4K | 0.55% | 38 |
|
|
2024
Q4 | $1.02M | Buy |
12,406
+53
| +0.4% | +$4.36K | 0.51% | 40 |
|
|
2024
Q3 | $1.11M | Buy |
12,353
+1,795
| +17% | +$162K | 0.57% | 37 |
|
|
2024
Q2 | $819K | Buy |
10,558
+84
| +0.8% | +$6.52K | 0.46% | 45 |
|
|
2024
Q1 | $751K | Sell |
10,474
-217
| -2% | -$15.6K | 0.44% | 45 |
|
|
2023
Q4 | $750K | Buy |
10,691
+310
| +3% | +$21.7K | 0.49% | 44 |
|
|
2023
Q3 | $672K | Buy |
10,381
+100
| +1% | +$6.47K | 0.52% | 40 |
|
|
2023
Q2 | $722K | Buy |
10,281
+93
| +0.9% | +$6.53K | 0.54% | 38 |
|
|
2023
Q1 | $755K | Buy |
10,188
+157
| +2% | +$11.6K | 0.59% | 34 |
|
|
2022
Q4 | $716K | Buy |
10,031
+299
| +3% | +$21.4K | 0.61% | 38 |
|
|
2022
Q3 | $662K | Sell |
9,732
-31
| -0.3% | -$2.11K | 0.62% | 34 |
|
|
2022
Q2 | $749K | Buy |
9,763
+1,459
| +18% | +$112K | 0.61% | 35 |
|
|
2022
Q1 | $602K | Sell |
8,304
-9
| -0.1% | -$652 | 0.46% | 51 |
|
|
2021
Q4 | $570K | Buy |
+8,313
| New | +$570K | 0.43% | 57 |
|
|
2021
Q2 | $522K | Buy |
8,627
+34
| +0.4% | +$2.06K | 0.44% | 54 |
|
|
2021
Q1 | $534K | Buy |
8,593
+36
| +0.4% | +$2.24K | 0.5% | 53 |
|
|
2020
Q4 | $526K | Buy |
+8,557
| New | +$526K | 0.57% | 43 |
|