FFA
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First Foundation Advisors’s Southern Company SO Stock Holding History

First Foundation Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$304K Buy
+3,314
New +$304K 0.01% 286
2024
Q3 		– Sell
-1,637
Closed -$127K – 433
2024
Q2 		$127K Buy
1,637
+715
+78% +$55.5K ﹤0.01% 353
2024
Q1 		$66.1K Buy
+922
New +$66.1K ﹤0.01% 396