Fonville Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
4,457
| – | – | 0.1% | 88 |
|
|
2025
Q1 | $408K | Sell |
4,457
-118
| -3% | -$10.8K | 0.12% | 82 |
|
|
2024
Q4 | $377K | Hold |
4,575
| – | – | 0.12% | 77 |
|
|
2024
Q3 | $413K | Buy |
4,575
+265
| +6% | +$23.9K | 0.14% | 77 |
|
|
2024
Q2 | $334K | Sell |
4,310
-352
| -8% | -$27.3K | 0.13% | 75 |
|
|
2024
Q1 | $334K | Buy |
+4,662
| New | +$334K | 0.15% | 74 |
|