Fortis Advisors’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	$411K	Hold	4,475	–	–	0.26%	70
2025 Q1	$411K	Buy	4,475 +750	+20%	+$69K	0.27%	68
2024 Q4	$307K	Buy	3,725 +1,400	+60%	+$115K	0.2%	84
2024 Q3	$210K	Buy	+2,325	New	+$210K	0.14%	101