JBR Co Financial Management’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	–	Sell	-2,215	Closed	-$204K	–	120
2025 Q1	$204K	Buy	+2,215	New	+$204K	0.12%	108