Aventura Private Wealth’s Southern Company SO Stock Holding History

Aventura Private Wealth’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 Q4	$627K	Sell
2025 Q3	$709K	Sell
2025 Q2	$741K	Sell
2025 Q1	$751K	Buy
2024 Q4	$612K	Buy