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Anderson Financial Strategies’s Southern Company SO Stock Holding History

Anderson Financial Strategies’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,795
Closed -$165K – 180
2025
Q1 		$165K Hold
1,795
– – 0.1% 60
2024
Q4 		$148K Buy
+1,795
New +$148K 0.09% 46