Comprehensive Financial Consultants Institutional’s Southern Company SO Stock Holding History

Comprehensive Financial Consultants Institutional’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	$245K	Sell
2025 Q2	$267K	Buy
2025 Q1	$237K	Buy
2024 Q4	$204K	Hold
2024 Q3	$224K	Buy
2023 Q3	–	Sell
2023 Q2	$233K	Hold
2023 Q1	$231K	Hold
2022 Q4	$233K	Buy
2022 Q1	–	Sell
2021 Q4	$161K	Buy