Birch Financial Group’s Southern Company SO Stock Holding History

Birch Financial Group’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	–	Sell
2025 Q3	$351K	Buy
2025 Q2	$298K	Sell
2025 Q1	$411K	Buy
2024 Q4	$200K	Buy