Fortitude Advisory Group’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 | $315K | Sell |
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|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $252K | Buy |
|