Colton Groome Financial Advisors’s Southern Company SO Stock Holding History

Colton Groome Financial Advisors’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 Q3	$211K	Buy
2024 Q4	–	Sell
2024 Q3	$352K	Hold
2024 Q2	$303K	Hold
2024 Q1	$280K	Sell
2023 Q4	$275K	Buy
2023 Q1	–	Sell
2022 Q4	$244K	Hold
2022 Q3	$232K	Hold
2022 Q2	$244K	Hold
2022 Q1	$248K	Buy