Financial Advisors’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 Buy
3,945
+33
+0.8% +$3.03K 0.07% 60
2025
Q1
$360K Buy
3,912
+31
+0.8% +$2.85K 0.07% 53
2024
Q4
$319K Buy
+3,881
New +$319K 0.06% 64