HIW
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Holos Integrated Wealth’s Southern Company SO Stock Holding History

Holos Integrated Wealth’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 		$293K Buy
3,091
+561
+22% +$53.1K 0.18% 48
2025
Q1 		$233K Hold
2,530
– – 0.15% 55
2024
Q4 		$208K Buy
+2,530
New +$208K 0.14% 55