Foster Dykema Cabot & Partners’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 | $198K | Hold |
2,155
| – | – | 0.01% | 124 |
|
|
2025
Q1 | $198K | Hold |
2,155
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $177K | Hold |
2,155
| – | – | 0.01% | 134 |
|
|
2024
Q3 | $194K | Hold |
2,155
| – | – | 0.02% | 131 |
|
|
2024
Q2 | $167K | Hold |
2,155
| – | – | 0.01% | 109 |
|
|
2024
Q1 | $155K | Sell |
2,155
-11
| -0.5% | -$789 | 0.01% | 114 |
|
|
2023
Q4 | $152K | Buy |
+2,166
| New | +$152K | 0.02% | 107 |
|