Forefront Wealth Management’s Southern Company SO Stock Holding History

Forefront Wealth Management’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	$264K	Buy
2025 Q1	$264K	Sell
2024 Q4	$240K	Buy
2023 Q3	–	Sell
2023 Q2	$207K	Buy
2023 Q1	$205K	Buy
2022 Q4	$210K	Buy
2022 Q3	$200K	Buy
2022 Q2	$210K	Buy
2022 Q1	$213K	Buy
2021 Q4	$201K	Buy