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MBL Wealth’s Southern Company SO Stock Holding History

MBL Wealth’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 		$494K Buy
5,376
+315
+6% +$28.9K 0.05% 141
2025
Q1 		$465K Buy
+5,061
New +$465K 0.05% 138