Investment Partners Asset Management’s Southern Company SO Stock Holding History

Investment Partners Asset Management’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 Q3	$961K	Buy
2025 Q2	$931K	Buy
2025 Q1	$932K	Sell
2024 Q4	$845K	Sell
2024 Q3	$937K	Buy
2024 Q2	$787K	Sell
2024 Q1	$738K	Hold
2023 Q4	$722K	Buy