AdviceOne Advisory Services’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Hold
4,633
0.31% 16
2025
Q1
$426K Hold
4,633
0.35% 15
2024
Q4
$381K Buy
+4,633
New +$381K 0.34% 15