FWM
ForthRight Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
13,614
-261
| -2% | -$24K | 0.39% | 27 |
|
|
2025
Q1 | $1.28M | Sell |
13,875
-32
| -0.2% | -$2.94K | 0.43% | 29 |
|
|
2024
Q4 | $1.14M | Buy |
13,907
+53
| +0.4% | +$4.36K | 0.38% | 30 |
|
|
2024
Q3 | $1.25M | Buy |
13,854
+98
| +0.7% | +$8.84K | 0.42% | 29 |
|
|
2024
Q2 | $1.07M | Buy |
13,756
+51
| +0.4% | +$3.96K | 0.38% | 30 |
|
|
2024
Q1 | $983K | Buy |
13,705
+1,219
| +10% | +$87.5K | 0.35% | 31 |
|
|
2023
Q4 | $876K | Sell |
12,486
-298
| -2% | -$20.9K | 0.34% | 30 |
|
|
2023
Q3 | $827K | Buy |
12,784
+87
| +0.7% | +$5.63K | 0.36% | 30 |
|
|
2023
Q2 | $892K | Sell |
12,697
-157
| -1% | -$11K | 0.37% | 29 |
|
|
2023
Q1 | $894K | Buy |
12,854
+339
| +3% | +$23.6K | 0.41% | 27 |
|
|
2022
Q4 | $894K | Buy |
12,515
+42
| +0.3% | +$3K | 0.46% | 26 |
|
|
2022
Q3 | $848K | Sell |
12,473
-1,287
| -9% | -$87.5K | 0.5% | 25 |
|
|
2022
Q2 | $981K | Buy |
13,760
+37
| +0.3% | +$2.64K | 0.55% | 22 |
|
|
2022
Q1 | $995K | Buy |
13,723
+39
| +0.3% | +$2.83K | 0.51% | 23 |
|
|
2021
Q4 | $938K | Buy |
13,684
+5,553
| +68% | +$381K | 0.51% | 22 |
|
|
2021
Q3 | $504K | Buy |
8,131
+4,130
| +103% | +$256K | 0.31% | 27 |
|
|
2021
Q2 | $242K | Buy |
4,001
+3
| +0.1% | +$181 | 0.15% | 31 |
|
|
2021
Q1 | $249K | Sell |
3,998
-127
| -3% | -$7.91K | 0.17% | 31 |
|
|
2020
Q4 | $253K | Buy |
+4,125
| New | +$253K | 0.2% | 24 |
|