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AA Financial Advisors’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
3,772
+1,271
+51% +$117K 0.07% 137
2025
Q1
$230K Hold
2,501
0.06% 161
2024
Q4
$206K Hold
2,501
0.05% 163
2024
Q3
$226K Buy
+2,501
New +$226K 0.07% 156