Ethos Financial Group’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	$1.89M	Sell	20,620 -23,382	-53%	-$2.15M	0.16%	123
2025 Q1	$3.98M	Buy	44,002 +40,600	+1,193%	+$3.67M	0.38%	63
2024 Q4	$280K	Buy	3,402 +1,093	+47%	+$90K	0.04%	231
2024 Q3	$208K	Buy	+2,309	New	+$208K	0.03%	267