Forbes Financial Planning’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 | $221K | Hold |
2,404
| – | – | 0.15% | 34 |
|
|
2025
Q1 | $221K | Buy |
+2,404
| New | +$221K | 0.16% | 30 |
|
|
2024
Q4 | – | Sell |
-2,404
| Closed | -$217K | – | 33 |
|
|
2024
Q3 | $217K | Buy |
+2,404
| New | +$217K | 0.16% | 29 |
|
|
2023
Q2 | – | Sell |
-3,404
| Closed | -$237K | – | 29 |
|
|
2023
Q1 | $237K | Sell |
3,404
-94
| -3% | -$6.54K | 0.23% | 28 |
|
|
2022
Q4 | $238K | Hold |
3,498
| – | – | 0.35% | 27 |
|
|
2022
Q3 | $238K | Hold |
3,498
| – | – | 0.35% | 27 |
|
|
2022
Q2 | $250K | Hold |
3,498
| – | – | 0.36% | 27 |
|
|
2022
Q1 | $254K | Hold |
3,498
| – | – | 0.32% | 28 |
|
|
2021
Q4 | $239K | Buy |
+3,498
| New | +$239K | 0.24% | 36 |
|