Forvis Mazars Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,123
| Closed | -$1.82M | – | 420 |
|
|
2024
Q4 | $1.82M | Buy |
22,123
+119
| +0.5% | +$9.8K | 0.04% | 168 |
|
|
2024
Q3 | $1.98M | Buy |
+22,004
| New | +$1.98M | 0.05% | 163 |
|
|
2023
Q2 | – | Sell |
-4,042
| Closed | -$281K | – | 423 |
|
|
2023
Q1 | $281K | Buy |
+4,042
| New | +$281K | 0.01% | 346 |
|
|
2022
Q4 | – | Sell |
-15,724
| Closed | -$1.07M | – | 399 |
|
|
2022
Q3 | $1.07M | Sell |
15,724
-3,216
| -17% | -$219K | 0.04% | 188 |
|
|
2022
Q2 | $1.35M | Buy |
18,940
+14,743
| +351% | +$1.05M | 0.05% | 165 |
|
|
2022
Q1 | $304K | Buy |
4,197
+343
| +9% | +$24.8K | 0.01% | 243 |
|
|
2021
Q4 | $264K | Buy |
+3,854
| New | +$264K | 0.01% | 249 |
|