Frazier Financial Advisors’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 | $29.2K | Buy |
318
+2
| +0.6% | +$184 | 0.02% | 212 |
|
|
2025
Q1 | $29K | Buy |
316
+3
| +1% | +$276 | 0.02% | 202 |
|
|
2024
Q4 | $25.8K | Buy |
313
+2
| +0.6% | +$165 | 0.02% | 213 |
|
|
2024
Q3 | $28K | Buy |
311
+195
| +168% | +$17.6K | 0.02% | 217 |
|
|
2024
Q2 | $9K | Hold |
116
| – | – | 0.01% | 465 |
|
|
2024
Q1 | $8.32K | Buy |
116
+93
| +404% | +$6.67K | 0.01% | 460 |
|
|
2023
Q4 | $1.6K | Buy |
+23
| New | +$1.6K | ﹤0.01% | 703 |
|