Foundations Investment Advisors’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
Q2 | $18.7M | Buy |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $9.47M | Buy |
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|
2024
Q2 | $5.05M | Buy |
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|
2024
Q1 | $4.43M | Buy |
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|
2023
Q4 | $4.23M | Sell |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $4.21M | Buy |
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|
2023
Q1 | $4.07M | Buy |
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|
2022
Q4 | $3.22M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $775K | Buy |
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|
2022
Q1 | $360K | Sell |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $251K | Buy |
|