FCAS
First Command Advisory Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Sell |
7,348
-30
| -0.4% | -$2.76K | 0.01% | 101 |
|
|
2025
Q1 | $678K | Sell |
7,378
-1,634
| -18% | -$150K | 0.01% | 101 |
|
|
2024
Q4 | $742K | Sell |
9,012
-400
| -4% | -$32.9K | 0.01% | 93 |
|
|
2024
Q3 | $849K | Buy |
9,412
+1,428
| +18% | +$129K | 0.01% | 87 |
|
|
2024
Q2 | $619K | Sell |
7,984
-202
| -2% | -$15.7K | 0.01% | 92 |
|
|
2024
Q1 | $587K | Sell |
8,186
-159
| -2% | -$11.4K | 0.01% | 94 |
|
|
2023
Q4 | $585K | Sell |
8,345
-25
| -0.3% | -$1.75K | 0.01% | 91 |
|
|
2023
Q3 | $542K | Buy |
+8,370
| New | +$542K | 0.01% | 89 |
|
|
2023
Q1 | – | Sell |
-81
| Closed | – | – | 240 |
|
|
2022
Q4 | $0 | Buy |
+81
| New | – | ﹤0.01% | 201 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | -$1K | – | 39 |
|
|
2018
Q1 | $1K | Sell |
6
-14
| -70% | -$2.33K | ﹤0.01% | 24 |
|
|
2017
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 37 |
|