KCFA
Key Client Fiduciary Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
4,376
-464
| -10% | -$42.6K | 0.16% | 128 |
|
|
2025
Q1 | $445K | Buy |
4,840
+76
| +2% | +$6.99K | 0.2% | 107 |
|
|
2024
Q4 | $392K | Sell |
4,764
-58
| -1% | -$4.78K | 0.17% | 118 |
|
|
2024
Q3 | $435K | Sell |
4,822
-60
| -1% | -$5.41K | 0.19% | 109 |
|
|
2024
Q2 | $379K | Sell |
4,882
-1,105
| -18% | -$85.7K | 0.19% | 112 |
|
|
2024
Q1 | $430K | Sell |
5,987
-1
| -0% | -$72 | 0.23% | 109 |
|
|
2023
Q4 | $420K | Sell |
5,988
-377
| -6% | -$26.4K | 0.24% | 102 |
|
|
2023
Q3 | $412K | Sell |
6,365
-675
| -10% | -$43.7K | 0.25% | 98 |
|
|
2023
Q2 | $495K | Buy |
7,040
+662
| +10% | +$46.5K | 0.29% | 82 |
|
|
2023
Q1 | $444K | Buy |
6,378
+703
| +12% | +$48.9K | 0.28% | 80 |
|
|
2022
Q4 | $405K | Buy |
+5,675
| New | +$405K | 0.27% | 82 |
|