Freestone Capital Holdings’s Southern Company SO Stock Holding History

Freestone Capital Holdings’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 Q3	$7.42M	Buy
2025 Q2	$6.37M	Buy
2021 Q1	–	Sell
2020 Q4	$82.9K	Buy
2020 Q3	$66.4K	Buy
2014 Q3	–	Sell
2014 Q2	$262K	Buy