FourThought Financial 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 | $674K | Sell |
7,341
-226
| -3% | -$20.8K | 0.07% | 162 |
|
|
2025
Q1 | $696K | Sell |
7,567
-266
| -3% | -$24.5K | 0.07% | 154 |
|
|
2024
Q4 | $645K | Buy |
+7,833
| New | +$645K | 0.07% | 162 |
|
|
2024
Q2 | – | Sell |
-8,529
| Closed | -$612K | – | 307 |
|
|
2024
Q1 | $612K | Sell |
8,529
-1,120
| -12% | -$80.3K | 0.07% | 178 |
|
|
2023
Q4 | $677K | Sell |
9,649
-1,106
| -10% | -$77.6K | 0.08% | 161 |
|
|
2023
Q3 | $696K | Sell |
10,755
-624
| -5% | -$40.4K | 0.1% | 150 |
|
|
2023
Q2 | $799K | Sell |
11,379
-16,350
| -59% | -$1.15M | 0.11% | 140 |
|
|
2023
Q1 | $1.93M | Buy |
27,729
+1,227
| +5% | +$85.4K | 0.26% | 86 |
|
|
2022
Q4 | $1.89M | Buy |
+26,502
| New | +$1.89M | 0.27% | 86 |
|