FORA Capital’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 | – | Sell |
-6,135
| Closed | -$564K | – | 677 |
|
|
2025
Q1 | $564K | Sell |
6,135
-37,783
| -86% | -$3.47M | 0.06% | 311 |
|
|
2024
Q4 | $3.62M | Buy |
+43,918
| New | +$3.62M | 0.41% | 72 |
|
|
2024
Q1 | – | Sell |
-4,404
| Closed | -$309K | – | 555 |
|
|
2023
Q4 | $309K | Buy |
+4,404
| New | +$309K | 0.03% | 384 |
|
|
2022
Q1 | – | Sell |
-5,813
| Closed | -$399K | – | 625 |
|
|
2021
Q4 | $399K | Buy |
+5,813
| New | +$399K | 0.15% | 179 |
|
|
2021
Q2 | – | Sell |
-11,173
| Closed | -$695K | – | 1128 |
|
|
2021
Q1 | $695K | Sell |
11,173
-20,746
| -65% | -$1.29M | 0.23% | 106 |
|
|
2020
Q4 | $1.96M | Buy |
+31,919
| New | +$1.96M | 0.3% | 75 |
|
|
2020
Q3 | – | Sell |
-2,163
| Closed | -$112K | – | 956 |
|
|
2020
Q2 | $112K | Buy |
+2,163
| New | +$112K | 0.04% | 460 |
|
|
2020
Q1 | – | Sell |
-104,214
| Closed | -$6.64M | – | 1314 |
|
|
2019
Q4 | $6.64M | Buy |
+104,214
| New | +$6.64M | 0.67% | 23 |
|