EWG Elevate’s Southern Company SO Stock Holding History

EWG Elevate’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$488K	Buy
2025 Q1	$429K	Buy
2024 Q4	$384K	Hold
2024 Q3	$421K	Buy
2024 Q2	$361K	Buy
2024 Q1	$289K	Sell
2023 Q4	$284K	Sell
2023 Q3	$293K	Buy
2023 Q1	–	Sell
2022 Q4	$47.7K	Buy