IFC Advisors’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$330K Hold
3,595
0.06% 135
2025
Q1
$331K Sell
3,595
-55
-2% -$5.06K 0.07% 123
2024
Q4
$300K Buy
+3,650
New +$300K 0.07% 119