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Enclave Advisors’s Southern Company SO Stock Holding History

Enclave Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
3,807
+281
+8% +$25.8K 0.06% 90
2025
Q1 		$324K Buy
3,526
+14
+0.4% +$1.29K 0.06% 90
2024
Q4 		$289K Sell
3,512
-60
-2% -$4.94K 0.05% 101
2024
Q3 		$322K Buy
+3,572
New +$322K 0.05% 94