Alera Investment Advisors’s Southern Company SO Stock Holding History

Alera Investment Advisors’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$260K	Buy
2024 Q2	$217K	Buy
2019 Q2	–	Sell
2019 Q1	$71K	Buy