Diversify Advisory Services’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
2025
Q1
$1.08M Buy
2024
Q4
$795K Sell
2024
Q3
$1.04M Buy
2024
Q2
$624K Buy
2024
Q1
$532K Buy