HCG
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Haven Capital Group’s Southern Company SO Stock Holding History

Haven Capital Group’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 		$259K Hold
2,825
– – 0.23% 35
2025
Q1 		$260K Hold
2,825
– – 0.29% 29
2024
Q4 		$233K Buy
+2,825
New +$233K 0.22% 35