FAM
Formidable Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Hold |
7,028
| – | – | 0.11% | 185 |
|
|
2025
Q1 | $646K | Sell |
7,028
-107
| -1% | -$9.84K | 0.11% | 189 |
|
|
2024
Q4 | $587K | Hold |
7,135
| – | – | 0.1% | 209 |
|
|
2024
Q3 | $643K | Sell |
7,135
-143
| -2% | -$12.9K | 0.1% | 189 |
|
|
2024
Q2 | $565K | Buy |
7,278
+143
| +2% | +$11.1K | 0.09% | 213 |
|
|
2024
Q1 | $512K | Buy |
7,135
+1,060
| +17% | +$76K | 0.08% | 224 |
|
|
2023
Q4 | $426K | Hold |
6,075
| – | – | 0.09% | 187 |
|
|
2023
Q3 | $393K | Hold |
6,075
| – | – | 0.09% | 195 |
|
|
2023
Q2 | $427K | Hold |
6,075
| – | – | 0.09% | 186 |
|
|
2023
Q1 | $419K | Hold |
6,075
| – | – | 0.09% | 193 |
|
|
2022
Q4 | $434K | Hold |
6,075
| – | – | 0.1% | 181 |
|
|
2022
Q3 | $399K | Sell |
6,075
-109
| -2% | -$7.16K | 0.09% | 181 |
|
|
2022
Q2 | $441K | Hold |
6,184
| – | – | 0.1% | 184 |
|
|
2022
Q1 | $448K | Hold |
6,184
| – | – | 0.09% | 196 |
|
|
2021
Q4 | $422K | Sell |
6,184
-1
| -0% | -$68 | 0.08% | 203 |
|
|
2021
Q3 | $383K | Buy |
6,185
+2,177
| +54% | +$135K | 0.07% | 232 |
|
|
2021
Q2 | $252K | Sell |
4,008
-31
| -0.8% | -$1.95K | 0.05% | 258 |
|
|
2021
Q1 | $251K | Buy |
4,039
+439
| +12% | +$27.3K | 0.05% | 244 |
|
|
2020
Q4 | $214K | Hold |
3,600
| – | – | 0.05% | 251 |
|
|
2020
Q3 | $203K | Buy |
+3,600
| New | +$203K | 0.06% | 231 |
|
|
2020
Q1 | – | Sell |
-3,760
| Closed | -$256K | – | 268 |
|
|
2019
Q4 | $256K | Buy |
+3,760
| New | +$256K | 0.08% | 176 |
|
|
2019
Q3 | – | Sell |
-4,054
| Closed | -$227K | – | 216 |
|
|
2019
Q2 | $227K | Buy |
+4,054
| New | +$227K | 0.08% | 180 |
|
|
2017
Q4 | – | Sell |
-4,129
| Closed | -$203K | – | 188 |
|
|
2017
Q3 | $203K | Buy |
+4,129
| New | +$203K | 0.09% | 186 |
|
|
2017
Q2 | – | Sell |
-4,129
| Closed | -$207K | – | 189 |
|
|
2017
Q1 | $207K | Buy |
+4,129
| New | +$207K | 0.09% | 175 |
|
|
2016
Q2 | – | Sell |
-800
| Closed | -$39K | – | 374 |
|
|
2016
Q1 | $39K | Hold |
800
| – | – | 0.03% | 227 |
|
|
2015
Q4 | $37K | Hold |
800
| – | – | 0.03% | 250 |
|
|
2015
Q3 | $35K | Hold |
800
| – | – | 0.02% | 266 |
|
|
2015
Q2 | $34K | Hold |
800
| – | – | 0.02% | 246 |
|
|
2015
Q1 | $35K | Sell |
800
-48
| -6% | -$2.1K | 0.02% | 239 |
|
|
2014
Q4 | $42K | Hold |
848
| – | – | 0.03% | 211 |
|
|
2014
Q3 | $40K | Buy |
848
+48
| +6% | +$2.26K | 0.03% | 212 |
|
|
2014
Q2 | $36K | Hold |
800
| – | – | 0.02% | 236 |
|
|
2014
Q1 | $37K | Hold |
800
| – | – | 0.03% | 213 |
|
|
2013
Q4 | $33K | Hold |
800
| – | – | 0.02% | 232 |
|
|
2013
Q3 | $33K | Buy |
+800
| New | +$33K | 0.03% | 200 |
|