Marshall Financial Group (Maryland)’s Southern Company SO Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.15M	Buy
2025 Q2	$2.89M	Buy
2025 Q1	$2.82M	Buy
2024 Q4	$2.45M	Sell
2024 Q3	$2.81M	Sell
2024 Q2	$2.44M	Buy
2021 Q2	–	Sell
2021 Q1	$201K	Sell
2020 Q4	$219K	Buy