Forum Financial Management, LP Southern CO Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Southern CO stock. As of the latest transaction made, Forum Financial Management, LP holds 5,099 shares of SO stock, worth $449,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,099

Previous 5,108 0.18%

Holding current value

$449,833

Previous $420,000 11.43%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$80.96 - $92.96 $728 - $836	-9 Reduced 0.18%	5,099 $468,000
Q4 2024 Feb 13, 2025	SELL	$81.5 - $94.15 $30,807 - $35,588	-378 Reduced 6.89%	5,108 $420,000
Q3 2024 Oct 29, 2024	SELL	$77.0 - $90.52 $74,690 - $87,804	-970 Reduced 15.02%	5,486 $494,000
Q2 2024 Jul 30, 2024	BUY	$67.77 - $80.71 $338 - $403	5 Added 0.08%	6,456 $500,000
Q1 2024 May 09, 2024	BUY	$66.25 - $72.24 $20,272 - $22,105	306 Added 4.98%	6,451 $462,000
Q4 2023 Feb 07, 2024	SELL	$62.71 - $73.08 $90,615 - $105,600	-1,445 Reduced 19.04%	6,145 $430,000
Q3 2023 Nov 03, 2023	BUY	$64.72 - $73.09 $1,682 - $1,900	26 Added 0.34%	7,590 $491,000
Q2 2023 Jul 26, 2023	BUY	$68.97 - $75.66 $125,525 - $137,701	1,820 Added 31.69%	7,564 $531,000
Q1 2023 Apr 19, 2023	SELL	$62.32 - $72.5 $3,676 - $4,277	-59 Reduced 1.02%	5,744 $399,000
Q4 2022 Jan 24, 2023	BUY	$63.44 - $72.26 $93,827 - $106,872	1,479 Added 34.2%	5,803 $0
Q2 2022 Aug 15, 2022	SELL	$65.39 - $76.51 $9,808 - $11,476	-150 Reduced 3.35%	4,324 $308,000
Q4 2021 Feb 18, 2022	BUY	$61.1 - $68.58 $273,361 - $306,826	4,474 New	4,474 $307,000

Others Institutions Holding SO

# of Institutions

2,467

Shares Held

718M

Call Options Held

4.99M

Put Options Held

3.1M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $96B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

More about SO

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Forum Financial Management, LP Southern CO Transaction History