FSC Wealth 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 |
-346
| Closed | -$31.9K | – | 219 |
|
|
2025
Q1 | $31.9K | Buy |
346
+2
| +0.6% | +$184 | 0.02% | 140 |
|
|
2024
Q4 | $28.3K | Sell |
344
-6
| -2% | -$494 | 0.02% | 143 |
|
|
2024
Q3 | $31.5K | Buy |
350
+3
| +0.9% | +$270 | 0.02% | 135 |
|
|
2024
Q2 | $26.9K | Hold |
347
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $24.9K | Sell |
347
-1
| -0.3% | -$72 | 0.02% | 142 |
|
|
2023
Q4 | $24.4K | Hold |
348
| – | – | 0.02% | 142 |
|
|
2023
Q3 | $22.5K | Buy |
+348
| New | +$22.5K | 0.02% | 123 |
|