FSA 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 | – | Sell |
-3,246
| Closed | -$298K | – | 198 |
|
|
2025
Q1 | $298K | Buy |
+3,246
| New | +$298K | 0.24% | 131 |
|
|
2024
Q4 | – | Sell |
-3,275
| Closed | -$292K | – | 168 |
|
|
2024
Q3 | $292K | Sell |
3,275
-2,765
| -46% | -$247K | 0.29% | 103 |
|
|
2024
Q2 | $468K | Sell |
6,040
-3
| -0% | -$232 | 0.49% | 66 |
|
|
2024
Q1 | $434K | Buy |
6,043
+24
| +0.4% | +$1.72K | 0.46% | 67 |
|
|
2023
Q4 | $422K | Buy |
+6,019
| New | +$422K | 0.52% | 59 |
|