Enclave Advisors’s Southern Company SO Stock Holding History

Enclave Advisors’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	$360K	Sell
2025 Q2	$350K	Buy
2025 Q1	$324K	Buy
2024 Q4	$289K	Sell
2024 Q3	$322K	Buy