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Francis Financial’s Southern Company SO Stock Holding History

Francis Financial’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 		$241K Buy
2,624
+54
+2% +$4.96K 0.06% 82
2025
Q1 		$236K Sell
2,570
-260
-9% -$23.9K 0.06% 78
2024
Q4 		$207K Buy
2,830
+339
+14% +$24.8K 0.05% 88
2024
Q3 		$225K Buy
+2,491
New +$225K 0.06% 87