Ownership history in FORA Capital, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in THE SOUTHERN CO CMN (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 15,001 | +8,866 | +144.5% | 0.25% | $1.4M | $93.26 |
| 2025 Q1 | REDUCED | 6,135 | -37,783 | -86.0% | 0.06% | $564K | $89.03 |
| 2024 Q4 | ADDED | 43,918 | +39,514 | +897.2% | 0.41% | $3.6M | $79.03 |
| 2023 Q4 | REDUCED | 4,404 | -1,409 | -24.2% | 0.03% | $309K | $64.93 |
| 2021 Q4 | REDUCED | 5,813 | -5,360 | -48.0% | 0.15% | $399K | $58.69 |
| 2021 Q1 | REDUCED | 11,173 | -20,746 | -65.0% | 0.23% | $695K | $51.59 |
| 2020 Q4 | ADDED | 31,919 | +29,756 | +1375.7% | 0.30% | $2.0M | $50.45 |
| 2020 Q2 | REDUCED | 2,163 | -102,051 | -97.9% | 0.04% | $112K | $41.66 |
| 2019 Q4 | INITIATED | 104,214 | — | — | 0.67% | $6.6M | $50.13 |
As of 2025 Q4 — sorted by position size