Glass Jacobson Investment Advisors’s Southern Company SO Stock Holding History

Glass Jacobson Investment Advisors’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	–	Sell
2025 Q1	$463K	Hold
2024 Q4	$463K	Buy
2024 Q3	$504K	Hold
2024 Q2	$433K	Hold
2024 Q1	$401K	Hold
2023 Q4	$392K	Hold
2023 Q3	$361K	Hold
2023 Q2	$392K	Buy
2022 Q4	$407K	Buy