Forum Financial Management’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 | $559K | Buy |
6,089
+990
| +19% | +$90.9K | 0.01% | 372 |
|
|
2025
Q1 | $469K | Sell |
5,099
-9
| -0.2% | -$828 | 0.01% | 396 |
|
|
2024
Q4 | $420K | Sell |
5,108
-378
| -7% | -$31.1K | 0.01% | 451 |
|
|
2024
Q3 | $495K | Sell |
5,486
-970
| -15% | -$87.5K | 0.01% | 332 |
|
|
2024
Q2 | $501K | Buy |
6,456
+5
| +0.1% | +$388 | 0.01% | 303 |
|
|
2024
Q1 | $463K | Buy |
6,451
+306
| +5% | +$22K | 0.01% | 347 |
|
|
2023
Q4 | $431K | Sell |
6,145
-1,445
| -19% | -$101K | 0.01% | 331 |
|
|
2023
Q3 | $491K | Buy |
7,590
+26
| +0.3% | +$1.68K | 0.01% | 287 |
|
|
2023
Q2 | $531K | Buy |
7,564
+1,820
| +32% | +$128K | 0.01% | 279 |
|
|
2023
Q1 | $400K | Sell |
5,744
-59
| -1% | -$4.11K | 0.01% | 316 |
|
|
2022
Q4 | $414K | Buy |
5,803
+1,479
| +34% | +$106K | 0.01% | 293 |
|
|
2022
Q3 | $294K | Hold |
4,324
| – | – | 0.01% | 354 |
|
|
2022
Q2 | $308K | Sell |
4,324
-150
| -3% | -$10.7K | 0.02% | 344 |
|
|
2022
Q1 | $324K | Hold |
4,474
| – | – | 0.02% | 357 |
|
|
2021
Q4 | $307K | Buy |
+4,474
| New | +$307K | 0.02% | 409 |
|