Investment Advisory Services’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Buy	3,517 +291	+9%	+$26.7K	0.11%	92
2025 Q1	$297K	Buy	3,226 +18	+0.6%	+$1.66K	0.11%	93
2024 Q4	$264K	Buy	3,208 +234	+8%	+$19.3K	0.09%	97
2024 Q3	$268K	Buy	2,974 +152	+5%	+$13.7K	0.09%	100
2024 Q2	$219K	Buy	+2,822	New	+$219K	0.08%	112