FSA Wealth Management LLC
- SEC CIK
- 0001804256
- Latest filing
- Nov 17, 2025
SO holding history
Southern Co in every 13F filed by FSA Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SO overviewAll 13F holders of SOFull Q3 2025 holdings
- Shares (Q3 2025)
- 2,900
- Value
- $274.8K
- % of portfolio
- 0.1%
- Quarters held
- 13
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 2,900 | $274.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,900 | $266.3K | 0.1% | +88+3.1% | Added | Holders |
| Q1 2025 | 2,812 | $258.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,812 | $231.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 2,812 | $253.6K | 0.1% | – | No prior filing | Holders |
| Q2 2024 | – | – | – | – | Not filed | Holders |
| Q1 2024 | 2,812 | $201.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 2,812 | $197.0K | 0.1% | +2,812 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −2,837−100.0% | Sold out | Holders |
| Q4 2022 | 2,837 | $202.6K | 0.1% | +2,837 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −3,774−100.0% | Sold out | Holders |
| Q1 2022 | 3,774 | $259.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 3,774 | $259.0K | 0.2% | −256−6.4% | Reduced | Holders |
| Q3 2021 | 4,030 | $250.0K | 0.2% | +500+14.2% | Added | Holders |
| Q2 2021 | 3,530 | $214.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 3,530 | $219.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.