FPFS
First Personal Financial Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.88M | Sell |
54,123
-1,831
| -3% | -$165K | 1.03% | 39 |
|
|
2024
Q2 | $4.34M | Buy |
55,954
+2,086
| +4% | +$162K | 0.98% | 39 |
|
|
2024
Q1 | $3.86M | Buy |
53,868
+26,092
| +94% | +$1.87M | 0.9% | 41 |
|
|
2023
Q4 | $1.95M | Buy |
27,776
+25,593
| +1,172% | +$1.79M | 0.47% | 55 |
|
|
2023
Q3 | $141K | Sell |
2,183
-180
| -8% | -$11.7K | 0.04% | 128 |
|
|
2023
Q2 | $166K | Buy |
2,363
+1,843
| +354% | +$129K | 0.04% | 120 |
|
|
2023
Q1 | $36.2K | Sell |
520
-82
| -14% | -$5.71K | 0.01% | 233 |
|
|
2022
Q4 | $43K | Hold |
602
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $41K | Buy |
+602
| New | +$41K | 0.01% | 210 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 367 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 367 |
|
|
2021
Q3 | – | Sell |
-320
| Closed | -$19K | – | 322 |
|
|
2021
Q2 | $19K | Hold |
320
| – | – | ﹤0.01% | 257 |
|
|
2021
Q1 | $20K | Hold |
320
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $20K | Hold |
320
| – | – | 0.01% | 242 |
|
|
2020
Q3 | $17K | Hold |
320
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $17K | Buy |
+320
| New | +$17K | 0.01% | 236 |
|
|
2020
Q1 | – | Sell |
-51
| Closed | -$3K | – | 487 |
|
|
2019
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 409 |
|
|
2019
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 643 |
|
|
2018
Q1 | – | Sell |
-444
| Closed | -$21K | – | 1069 |
|
|
2017
Q4 | $21K | Hold |
444
| – | – | ﹤0.01% | 638 |
|
|
2017
Q3 | $22K | Sell |
444
-408
| -48% | -$20.2K | ﹤0.01% | 576 |
|
|
2017
Q2 | $41K | Hold |
852
| – | – | 0.01% | 459 |
|
|
2017
Q1 | $42K | Buy |
852
+360
| +73% | +$17.7K | 0.01% | 433 |
|
|
2016
Q4 | $24K | Buy |
492
+40
| +9% | +$1.95K | 0.01% | 512 |
|
|
2016
Q3 | $23K | Hold |
452
| – | – | 0.01% | 408 |
|
|
2016
Q2 | $24K | Buy |
+452
| New | +$24K | 0.01% | 390 |
|
|
2016
Q1 | – | Sell |
-48
| Closed | -$2K | – | 390 |
|
|
2015
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 374 |
|