N.E.W. Advisory Services’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
2,877
+3
+0.1% +$275 0.03% 159
2025
Q1
$264K Buy
2,874
+31
+1% +$2.85K 0.02% 180
2024
Q4
$234K Buy
2,843
+3
+0.1% +$247 0.02% 176
2024
Q3
$256K Buy
+2,840
New +$256K 0.03% 166