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J.M. Forbes & Co’s Southern Company SO Stock Holding History

J.M. Forbes & Co’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Hold
2,472
– – 0.02% 136
2025
Q1 		$227K Hold
2,472
– – 0.02% 136
2024
Q4 		$203K Hold
2,472
– – 0.02% 139
2024
Q3 		$223K Buy
+2,472
New +$223K 0.02% 135