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Ipsen Advisor Group’s Southern Company SO Stock Holding History

Ipsen Advisor Group’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$265K Buy
2,888
+9
+0.3% +$826 0.2% 89
2025
Q1 		$265K Sell
2,879
-62
-2% -$5.7K 0.23% 84
2024
Q4 		$242K Buy
+2,941
New +$242K 0.21% 83
2022
Q4 		$221K Buy
+3,097
New +$221K 0.25% 97