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Alteri Wealth’s Southern Company SO Stock Holding History

Alteri Wealth’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Buy
2,655
+78
+3% +$7.16K 0.09% 232
2025
Q1 		$237K Sell
2,577
-357
-12% -$32.8K 0.1% 221
2024
Q4 		$242K Buy
+2,934
New +$242K 0.07% 213