AssuredPartners Investment Advisors’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	$1.37M	Sell	14,873 -2,680	-15%	-$246K	0.33%	55
2025 Q1	$1.61M	Sell	17,553 -453	-3%	-$41.7K	0.31%	91
2024 Q4	$1.48M	Buy	+18,006	New	+$1.48M	0.29%	92