Compass Financial Services’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	$9.18K	Buy	100 +26	+35%	+$2.39K	﹤0.01%	200
2025 Q1	$6.8K	Buy	74 +33	+80%	+$3.03K	﹤0.01%	212
2024 Q4	$3.38K	Buy	+41	New	+$3.38K	﹤0.01%	173