First American Trust’s Southern Company SO Stock Holding History

First American Trust’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	$446K	Buy
2025 Q2	$288K	Sell
2025 Q1	$323K	Sell
2024 Q4	$319K	Buy
2020 Q1	–	Sell
2019 Q4	$1.04M	Hold
2019 Q3	$1M	Buy