FAM
Flaharty Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
4,350
| – | – | 0.08% | 57 |
|
|
2025
Q1 | $400K | Sell |
4,350
-401
| -8% | -$36.9K | 0.06% | 79 |
|
|
2024
Q4 | $391K | Hold |
4,751
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $428K | Buy |
4,751
+700
| +17% | +$63.1K | 0.06% | 76 |
|
|
2024
Q2 | $314K | Buy |
4,051
+401
| +11% | +$31.1K | 0.05% | 86 |
|
|
2024
Q1 | $262K | Hold |
3,650
| – | – | 0.04% | 95 |
|
|
2023
Q4 | $256K | Hold |
3,650
| – | – | 0.04% | 97 |
|
|
2023
Q3 | $236K | Hold |
3,650
| – | – | 0.04% | 95 |
|
|
2023
Q2 | $256K | Sell |
3,650
-1,900
| -34% | -$133K | 0.04% | 94 |
|
|
2023
Q1 | $386K | Hold |
5,550
| – | – | 0.07% | 69 |
|
|
2022
Q4 | $396K | Hold |
5,550
| – | – | 0.07% | 74 |
|
|
2022
Q3 | $377K | Buy |
5,550
+2,300
| +71% | +$156K | 0.08% | 73 |
|
|
2022
Q2 | $232K | Buy |
+3,250
| New | +$232K | 0.05% | 102 |
|