Avalon Trust’s Southern Company SO Stock Holding History

Avalon Trust’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
2025 Q3	$1.14K	Buy
2024 Q2	–	Sell
2024 Q1	$71.7K	Sell
2023 Q4	$77.1K	Hold
2023 Q3	$71.2K	Hold
2023 Q2	$77.3K	Sell
2023 Q1	$120K	Buy