Covenant Asset Management’s Southern Company SO Stock Holding History

Covenant Asset Management’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	$208K	Hold
2025 Q2	$202K	Hold
2025 Q1	$202K	Buy
2024 Q1	–	Sell
2023 Q4	$221K	Buy