Lifeworks Advisors’s Southern Company SO Stock Holding History

Lifeworks Advisors’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 Q2	$7.98M	Buy
2025 Q1	$7.84M	Buy
2024 Q4	$5.3M	Buy
2024 Q3	$501K	Buy
2024 Q2	$314K	Buy
2024 Q1	$249K	Sell
2023 Q4	$258K	Sell
2023 Q3	$260K	Buy