CAM
SO icon

Covenant Asset Management’s Southern Company SO Stock Holding History

Covenant Asset Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Hold
2,200
– – 0.03% 138
2025
Q1 		$202K Buy
+2,200
New +$202K 0.04% 133
2024
Q1 		– Sell
-3,148
Closed -$221K – 143
2023
Q4 		$221K Buy
+3,148
New +$221K 0.04% 128