Forbes Financial Planning’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Hold |
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|
2025
Q2 | $221K | Hold |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $217K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $239K | Buy |
|