ForthRight Wealth 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 | $1.29M | Sell |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.14M | Buy |
|
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|
2024
Q3 | $1.25M | Buy |
|
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $983K | Buy |
|
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $827K | Buy |
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|
2023
Q2 | $892K | Sell |
|
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|
2023
Q1 | $894K | Buy |
|
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $848K | Sell |
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|
2022
Q2 | $981K | Buy |
|
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|
2022
Q1 | $995K | Buy |
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|
2021
Q4 | $938K | Buy |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | $249K | Sell |
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|
2020
Q4 | $253K | Buy |
|