FSA
Franklin Street Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
7,038
-405
| -5% | -$37.2K | 0.04% | 98 |
|
|
2025
Q1 | $684K | Sell |
7,443
-748
| -9% | -$68.7K | 0.05% | 96 |
|
|
2024
Q4 | $674K | Buy |
8,191
+5
| +0.1% | +$411 | 0.04% | 98 |
|
|
2024
Q3 | $738K | Buy |
8,186
+2
| +0% | +$180 | 0.05% | 94 |
|
|
2024
Q2 | $635K | Buy |
8,184
+9
| +0.1% | +$698 | 0.05% | 99 |
|
|
2024
Q1 | $587K | Buy |
8,175
+6
| +0.1% | +$431 | 0.04% | 97 |
|
|
2023
Q4 | $573K | Buy |
8,169
+5
| +0.1% | +$351 | 0.05% | 94 |
|
|
2023
Q3 | $528K | Sell |
8,164
-105
| -1% | -$6.79K | 0.05% | 95 |
|
|
2023
Q2 | $581K | Sell |
8,269
-1,594
| -16% | -$112K | 0.05% | 95 |
|
|
2023
Q1 | $686K | Sell |
9,863
-114
| -1% | -$7.93K | 0.06% | 87 |
|
|
2022
Q4 | $712K | Buy |
9,977
+6
| +0.1% | +$428 | 0.07% | 88 |
|
|
2022
Q3 | $678K | Buy |
9,971
+5
| +0.1% | +$340 | 0.07% | 91 |
|
|
2022
Q2 | $711K | Sell |
9,966
-67
| -0.7% | -$4.78K | 0.07% | 93 |
|
|
2022
Q1 | $727K | Buy |
10,033
+27
| +0.3% | +$1.96K | 0.06% | 95 |
|
|
2021
Q4 | $686K | Sell |
10,006
-896
| -8% | -$61.4K | 0.05% | 98 |
|
|
2021
Q3 | $676K | Buy |
10,902
+318
| +3% | +$19.7K | 0.06% | 97 |
|
|
2021
Q2 | $640K | Buy |
10,584
+624
| +6% | +$37.7K | 0.05% | 99 |
|
|
2021
Q1 | $619K | Sell |
9,960
-2,825
| -22% | -$176K | 0.06% | 100 |
|
|
2020
Q4 | $785K | Sell |
12,785
-315
| -2% | -$19.3K | 0.08% | 88 |
|
|
2020
Q3 | $710K | Sell |
13,100
-593
| -4% | -$32.1K | 0.08% | 89 |
|
|
2020
Q2 | $710K | Buy |
13,693
+1,454
| +12% | +$75.4K | 0.08% | 83 |
|
|
2020
Q1 | $663K | Sell |
12,239
-75
| -0.6% | -$4.06K | 0.1% | 83 |
|
|
2019
Q4 | $784K | Hold |
12,314
| – | – | 0.09% | 87 |
|
|
2019
Q3 | $761K | Sell |
12,314
-55
| -0.4% | -$3.4K | 0.1% | 86 |
|
|
2019
Q2 | $684K | Hold |
12,369
| – | – | 0.09% | 90 |
|
|
2019
Q1 | $639K | Hold |
12,369
| – | – | 0.09% | 93 |
|
|
2018
Q4 | $543K | Sell |
12,369
-75
| -0.6% | -$3.29K | 0.09% | 94 |
|
|
2018
Q3 | $543K | Buy |
12,444
+1,310
| +12% | +$57.2K | 0.07% | 99 |
|
|
2018
Q2 | $516K | Buy |
11,134
+2,085
| +23% | +$96.6K | 0.08% | 98 |
|
|
2018
Q1 | $404K | Sell |
9,049
-144,347
| -94% | -$6.44M | 0.06% | 109 |
|
|
2017
Q4 | $7.38M | Buy |
153,396
+11,013
| +8% | +$530K | 1.1% | 40 |
|
|
2017
Q3 | $7M | Buy |
142,383
+1,446
| +1% | +$71.1K | 1.15% | 37 |
|
|
2017
Q2 | $6.75M | Buy |
140,937
+14,023
| +11% | +$671K | 1.15% | 37 |
|
|
2017
Q1 | $6.32M | Buy |
126,914
+7,837
| +7% | +$390K | 1.11% | 41 |
|
|
2016
Q4 | $5.86M | Buy |
119,077
+15,568
| +15% | +$766K | 1.03% | 39 |
|
|
2016
Q3 | $5.31M | Buy |
103,509
+4,936
| +5% | +$253K | 0.97% | 36 |
|
|
2016
Q2 | $5.29M | Buy |
98,573
+18,117
| +23% | +$972K | 1% | 32 |
|
|
2016
Q1 | $4.16M | Buy |
80,456
+74,712
| +1,301% | +$3.86M | 0.82% | 41 |
|
|
2015
Q4 | $269K | Sell |
5,744
-1,000
| -15% | -$46.8K | 0.05% | 178 |
|
|
2015
Q3 | $301K | Sell |
6,744
-550
| -8% | -$24.5K | 0.06% | 181 |
|
|
2015
Q2 | $306K | Buy |
7,294
+500
| +7% | +$21K | 0.05% | 180 |
|
|
2015
Q1 | $301K | Buy |
6,794
+200
| +3% | +$8.86K | 0.06% | 175 |
|
|
2014
Q4 | $324K | Sell |
6,594
-1,300
| -16% | -$63.9K | 0.06% | 162 |
|
|
2014
Q3 | $345K | Buy |
7,894
+1,350
| +21% | +$59K | 0.07% | 179 |
|
|
2014
Q2 | $297K | Buy |
6,544
+800
| +14% | +$36.3K | 0.06% | 192 |
|
|
2014
Q1 | $252K | Sell |
5,744
-400
| -7% | -$17.5K | 0.05% | 206 |
|
|
2013
Q4 | $253K | Sell |
6,144
-25
| -0.4% | -$1.03K | 0.05% | 210 |
|
|
2013
Q3 | $254K | Hold |
6,169
| – | – | 0.06% | 210 |
|
|
2013
Q2 | $272K | Buy |
+6,169
| New | +$272K | 0.07% | 211 |
|