HeadInvest LLC’s Southern Company SO Stock Holding History

HeadInvest LLC’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	$210K	Buy
2023 Q4	–	Sell
2023 Q3	$108K	Buy
2016 Q2	–	Sell
2016 Q1	$228K	Buy