Gratus Wealth Advisors’s Southern Company SO Stock Holding History

Gratus Wealth 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	$457K	Sell
2025 Q1	$553K	Buy
2024 Q4	$478K	Sell
2024 Q3	$599K	Buy
2024 Q2	$460K	Buy
2024 Q1	$387K	Buy