Founders Financial Alliance’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 | – | Sell |
-2,431
| Closed | -$224K | – | 608 |
|
|
2025
Q1 | $224K | Buy |
+2,431
| New | +$224K | 0.05% | 314 |
|
|
2024
Q4 | – | Sell |
-2,195
| Closed | -$198K | – | 601 |
|
|
2024
Q3 | $198K | Sell |
2,195
-350
| -14% | -$31.6K | 0.06% | 287 |
|
|
2024
Q2 | $197K | Buy |
+2,545
| New | +$197K | 0.06% | 269 |
|
|
2023
Q3 | – | Sell |
-5,208
| Closed | -$366K | – | 507 |
|
|
2023
Q2 | $366K | Buy |
+5,208
| New | +$366K | 0.14% | 155 |
|
|
2023
Q1 | – | Sell |
-4,951
| Closed | -$354K | – | 485 |
|
|
2022
Q4 | $354K | Buy |
4,951
+157
| +3% | +$11.2K | 0.16% | 138 |
|
|
2022
Q3 | $326K | Sell |
4,794
-205
| -4% | -$13.9K | 0.17% | 135 |
|
|
2022
Q2 | $357K | Buy |
4,999
+435
| +10% | +$31.1K | 0.18% | 128 |
|
|
2022
Q1 | $331K | Buy |
4,564
+1,608
| +54% | +$117K | 0.15% | 145 |
|
|
2021
Q4 | $203K | Buy |
+2,956
| New | +$203K | 0.08% | 244 |
|
|
2020
Q4 | – | Sell |
-1,755
| Closed | -$102K | – | 1121 |
|
|
2020
Q3 | $102K | Buy |
+1,755
| New | +$102K | 0.06% | 262 |
|