Bruce G. Allen Investments’s Southern Company SO Stock Holding History

Bruce G. Allen Investments’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	$105K	Sell
2025 Q2	$102K	Sell
2025 Q1	$106K	Sell
2024 Q4	$95K	Sell
2024 Q3	$105K	Sell
2024 Q2	$94.6K	Buy
2024 Q1	$55.9K	Sell
2023 Q4	$64.4K	Buy