FRA
Frank Rimerman Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
20,037
+1,652
| +9% | +$152K | 0.12% | 127 |
|
|
2025
Q1 | $1.69M | Buy |
18,385
+304
| +2% | +$28K | 0.13% | 124 |
|
|
2024
Q4 | $1.49M | Buy |
18,081
+4
| +0% | +$329 | 0.11% | 137 |
|
|
2024
Q3 | $1.63M | Buy |
18,077
+6
| +0% | +$541 | 0.12% | 140 |
|
|
2024
Q2 | $1.4M | Buy |
18,071
+18,014
| +31,604% | +$1.4M | 0.1% | 160 |
|
|
2024
Q1 | $4.09K | Hold |
57
| – | – | ﹤0.01% | 218 |
|
|
2023
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 210 |
|