Advyzon Investment Management’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
$2.79M Buy
30,422
+27,610
+982% +$2.54M 0.62% 36
2025
Q1
$259K Sell
2,812
-98
-3% -$9.01K 0.09% 213
2024
Q4
$240K Buy
+2,910
New +$240K 0.09% 200