Formidable Asset Management’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 | $554K | Sell |
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|
2025
Q2 | $646K | Hold |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $587K | Hold |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $512K | Buy |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $427K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $422K | Sell |
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|
2021
Q3 | $383K | Buy |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $214K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $227K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $207K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $39K | Hold |
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|
2015
Q4 | $37K | Hold |
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|
2015
Q3 | $35K | Hold |
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|
2015
Q2 | $34K | Hold |
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|
2015
Q1 | $35K | Sell |
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|
2014
Q4 | $42K | Hold |
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|
2014
Q3 | $40K | Buy |
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|
2014
Q2 | $36K | Hold |
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|
2014
Q1 | $37K | Hold |
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|
2013
Q4 | $33K | Hold |
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|
2013
Q3 | $33K | Buy |
|