EFA
Edge Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
11,144
+926
| +9% | +$85.1K | 0.54% | 38 |
|
|
2025
Q1 | $940K | Buy |
10,218
+82
| +0.8% | +$7.54K | 0.59% | 34 |
|
|
2024
Q4 | $834K | Buy |
10,136
+62
| +0.6% | +$5.1K | 0.75% | 42 |
|
|
2024
Q3 | $908K | Buy |
+10,074
| New | +$908K | 0.81% | 42 |
|
|
2024
Q1 | $677K | Buy |
+9,438
| New | +$677K | 0.6% | 52 |
|