Focus Partners Wealth
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Focus Partners Wealth’s Southern Company SO Stock Holding History

Focus Partners Wealth’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
Q2 		$118M Buy
2025
Q1 		$117M Sell
2024
Q4 		$107M Buy
2024
Q3 		$90M Sell
2024
Q2 		$181M Buy
2024
Q1 		$17.8M Buy
2023
Q4 		$922K Buy