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Kestra Investment Management’s Southern Company SO Stock Holding History

Kestra Investment Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Buy
2,617
+2,407
+1,146% +$221K ﹤0.01% 461
2025
Q1 		$19.3K Sell
210
-1,551
-88% -$143K ﹤0.01% 555
2024
Q4 		$145K Buy
+1,761
New +$145K 0.01% 398