FPAS
Focus Partners Advisor Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
21,696
-10,291
| -32% | -$945K | 0.03% | 275 |
|
|
2025
Q1 | $2.94M | Buy |
31,987
+1,446
| +5% | +$133K | 0.04% | 193 |
|
|
2024
Q4 | $2.51M | Buy |
30,541
+6,501
| +27% | +$535K | 0.04% | 198 |
|
|
2024
Q3 | $2.17M | Buy |
24,040
+6,927
| +40% | +$625K | 0.05% | 191 |
|
|
2024
Q2 | $1.33M | Buy |
17,113
+1,884
| +12% | +$146K | 0.03% | 208 |
|
|
2024
Q1 | $1.09M | Buy |
15,229
+8,808
| +137% | +$632K | 0.03% | 227 |
|
|
2023
Q4 | $450K | Sell |
6,421
-2,521
| -28% | -$177K | 0.02% | 267 |
|
|
2023
Q3 | $579K | Buy |
8,942
+1,684
| +23% | +$109K | 0.03% | 229 |
|
|
2023
Q2 | $510K | Buy |
+7,258
| New | +$510K | 0.03% | 215 |
|
|
2022
Q4 | – | Sell |
-30,103
| Closed | -$2.05M | – | 421 |
|
|
2022
Q3 | $2.05M | Buy |
30,103
+25,687
| +582% | +$1.75M | 0.12% | 88 |
|
|
2022
Q2 | $315K | Buy |
+4,416
| New | +$315K | 0.03% | 253 |
|