Mount Yale Investment Advisors’s Southern Company SO Stock Holding History

Mount Yale Investment 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	$56.1K	Buy
2018 Q3	–	Sell
2018 Q2	$273K	Buy
2018 Q1	$254K	Buy