Fortitude Advisory Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
3,384
-110
| -3% | -$10.1K | 0.18% | 129 |
|
|
2025
Q1 | $316K | Sell |
3,494
-50
| -1% | -$4.52K | 0.23% | 107 |
|
|
2024
Q4 | $292K | Sell |
3,544
-16
| -0.4% | -$1.32K | 0.18% | 127 |
|
|
2024
Q3 | $321K | Sell |
3,560
-147
| -4% | -$13.3K | 0.2% | 118 |
|
|
2024
Q2 | $288K | Sell |
3,707
-98
| -3% | -$7.6K | 0.17% | 123 |
|
|
2024
Q1 | $273K | Sell |
3,805
-58
| -2% | -$4.16K | 0.15% | 141 |
|
|
2023
Q4 | $271K | Hold |
3,863
| – | – | 0.16% | 147 |
|
|
2023
Q3 | $250K | Buy |
3,863
+204
| +6% | +$13.2K | 0.17% | 140 |
|
|
2023
Q2 | $257K | Buy |
3,659
+1
| +0% | +$70 | 0.19% | 135 |
|
|
2023
Q1 | $255K | Buy |
3,658
+22
| +0.6% | +$1.53K | 0.2% | 142 |
|
|
2022
Q4 | $260K | Buy |
3,636
+76
| +2% | +$5.43K | 0.22% | 128 |
|
|
2022
Q3 | $242K | Sell |
3,560
-89
| -2% | -$6.05K | 0.23% | 123 |
|
|
2022
Q2 | $260K | Buy |
3,649
+56
| +2% | +$3.99K | 0.24% | 126 |
|
|
2022
Q1 | $261K | Sell |
3,593
-75
| -2% | -$5.45K | 0.14% | 149 |
|
|
2021
Q4 | $252K | Buy |
+3,668
| New | +$252K | 0.13% | 155 |
|