Forum Financial 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 | $432K | Sell |
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|
2025
Q2 | $559K | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $420K | Sell |
|
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|
2024
Q3 | $495K | Sell |
|
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $431K | Sell |
|
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $531K | Buy |
|
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $307K | Buy |
|