Eagle Wealth Strategies’s Southern Company SO Stock Holding History

Eagle Wealth Strategies’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	$300K	Buy
2025 Q2	$290K	Hold
2025 Q1	$290K	Sell
2024 Q4	$279K	Hold
2024 Q3	$306K	Hold
2024 Q2	$263K	Hold
2024 Q1	$241K	Hold
2023 Q4	$238K	Buy