FWM
Forefront Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
2,874
+2
| +0.1% | +$184 | 0.21% | 49 |
|
|
2025
Q1 | $264K | Sell |
2,872
-41
| -1% | -$3.77K | 0.24% | 44 |
|
|
2024
Q4 | $240K | Buy |
+2,913
| New | +$240K | 0.22% | 45 |
|
|
2023
Q3 | – | Sell |
-2,951
| Closed | -$207K | – | 43 |
|
|
2023
Q2 | $207K | Buy |
2,951
+3
| +0.1% | +$211 | 0.27% | 40 |
|
|
2023
Q1 | $205K | Buy |
2,948
+4
| +0.1% | +$278 | 0.27% | 41 |
|
|
2022
Q4 | $210K | Buy |
2,944
+3
| +0.1% | +$214 | 0.28% | 41 |
|
|
2022
Q3 | $200K | Buy |
2,941
+2
| +0.1% | +$136 | 0.28% | 44 |
|
|
2022
Q2 | $210K | Buy |
2,939
+3
| +0.1% | +$214 | 0.28% | 43 |
|
|
2022
Q1 | $213K | Buy |
2,936
+3
| +0.1% | +$218 | 0.21% | 49 |
|
|
2021
Q4 | $201K | Buy |
+2,933
| New | +$201K | 0.19% | 54 |
|