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Legacy Financial Strategies’s Southern Company SO Stock Holding History

Legacy Financial Strategies’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$549K Sell
5,975
-19
-0.3% -$1.75K 0.11% 72
2025
Q1 		$551K Sell
5,994
-15
-0.2% -$1.38K 0.12% 67
2024
Q4 		$493K Buy
+6,009
New +$493K 0.11% 73