FIM
FWL Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1K | Hold |
350
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $32.2K | Hold |
350
| – | – | 0.01% | 161 |
|
|
2024
Q4 | $28.8K | Hold |
350
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $31.6K | Buy |
350
+200
| +133% | +$18K | 0.01% | 152 |
|
|
2024
Q2 | $11.6K | Hold |
150
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $10.8K | Hold |
150
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $10.5K | Sell |
150
-15
| -9% | -$1.05K | 0.01% | 156 |
|
|
2023
Q3 | $10.7K | Buy |
+165
| New | +$10.7K | 0.01% | 142 |
|
|
2023
Q1 | – | Sell |
-215
| Closed | -$15.4K | – | 177 |
|
|
2022
Q4 | $15.4K | Buy |
+215
| New | +$15.4K | 0.01% | 124 |
|