First National Advisers’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
$3.52M Buy
38,327
+452
+1% +$41.5K 0.52% 57
2025
Q1
$3.48M Buy
37,875
+682
+2% +$62.7K 0.56% 50
2024
Q4
$3.06M Buy
37,193
+2,256
+6% +$186K 0.5% 60
2024
Q3
$3.15M Buy
+34,937
New +$3.15M 0.5% 57