Fortitude Family Office’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 | $171K | Buy |
1,858
+718
| +63% | +$65.9K | 0.06% | 131 |
|
|
2025
Q1 | $105K | Sell |
1,140
-2,468
| -68% | -$227K | 0.04% | 152 |
|
|
2024
Q4 | $297K | Buy |
3,608
+84
| +2% | +$6.92K | 0.11% | 105 |
|
|
2024
Q3 | $318K | Buy |
3,524
+2,592
| +278% | +$234K | 0.13% | 90 |
|
|
2024
Q2 | $72.3K | Hold |
932
| – | – | 0.04% | 137 |
|
|
2024
Q1 | $66.9K | Sell |
932
-381
| -29% | -$27.3K | 0.05% | 123 |
|
|
2023
Q4 | $92.1K | Buy |
+1,313
| New | +$92.1K | 0.07% | 106 |
|