First Business Financial Services’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	$647K	Hold	7,050	–	–	0.06%	109
2025 Q1	$648K	Sell	7,050 -440	-6%	-$40.5K	0.06%	104
2024 Q4	$617K	Buy	+7,490	New	+$617K	0.06%	107
2022 Q4	–	Sell	-19,283	Closed	-$222K	–	165
2022 Q3	$222K	Buy	+19,283	New	+$222K	0.03%	147