Davidson Trust Company’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
$612K Sell
6,662
-383
-5% -$35.2K 0.28% 86
2025
Q1
$648K Buy
+7,045
New +$648K 0.31% 81