Elite Financial’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
$362K Sell
3,775
-144
-4% -$13.8K 0.18% 43
2025
Q1
$360K Sell
3,919
-619
-14% -$56.9K 0.19% 40
2024
Q4
$373K Buy
+4,538
New +$373K 0.2% 36