Barlow Wealth Partners’s Southern Company SO Stock Holding History

Barlow Wealth Partners’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Hold
2025 Q2	$239K	Sell
2025 Q1	$240K	Buy
2024 Q4	–	Sell
2024 Q3	$277K	Hold
2024 Q2	$258K	Hold
2024 Q1	$214K	Sell
2023 Q4	$219K	Buy