Northstar Financial Companies’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	$1.1M	Buy	12,010 +3,801	+46%	+$349K	1.15%	21
2025 Q1	$755K	Buy	8,209 +1,358	+20%	+$125K	0.82%	32
2024 Q4	$564K	Buy	+6,851	New	+$564K	0.53%	44