Curran Financial Partners’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	–	Sell	-2,591	Closed	-$238K	–	125
2025 Q1	$238K	Sell	2,591 -184	-7%	-$16.9K	0.06%	89
2024 Q4	$228K	Buy	2,775 +302	+12%	+$24.9K	0.06%	92
2024 Q3	$223K	Sell	2,473 -166	-6%	-$15K	0.06%	86
2024 Q2	$205K	Buy	+2,639	New	+$205K	0.07%	83