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CVFG LLC’s Southern Company SO Stock Holding History

CVFG LLC’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$601K Hold
6,550
– – 0.48% 45
2025
Q1 		$602K Buy
6,550
+50
+0.8% +$4.6K 0.55% 44
2024
Q4 		$535K Buy
+6,500
New +$535K 0.49% 47