Choate Investment Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$281K	Sell	3,060 -156	-5%	-$14.3K	0.01%	350
2025 Q1	$296K	Buy	3,216 +52	+2%	+$4.78K	0.01%	328
2024 Q4	$260K	Buy	+3,164	New	+$260K	0.01%	350