Focus Partners Wealth’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Buy |
1,283,955
+11,700
| +0.9% | +$1.07M | 0.26% | 76 |
|
|
2025
Q1 | $117M | Sell |
1,272,255
-27,577
| -2% | -$2.54M | 0.29% | 69 |
|
|
2024
Q4 | $107M | Buy |
1,299,832
+301,588
| +30% | +$24.8M | 0.28% | 74 |
|
|
2024
Q3 | $90M | Sell |
998,244
-1,329,732
| -57% | -$120M | 0.29% | 75 |
|
|
2024
Q2 | $181M | Buy |
2,327,976
+2,080,451
| +841% | +$161M | 0.61% | 36 |
|
|
2024
Q1 | $17.8M | Buy |
247,525
+234,382
| +1,783% | +$16.8M | 0.14% | 160 |
|
|
2023
Q4 | $922K | Buy |
+13,143
| New | +$922K | 0.01% | 465 |
|