Nova R Wealth’s Southern Company SO Stock Holding History

Nova R Wealth’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	$240K	Buy
2025 Q1	$241K	Buy
2024 Q4	$215K	Buy
2024 Q3	$236K	Buy
2024 Q2	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$203K	Buy
2023 Q1	$201K	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Buy
2022 Q1	$208K	Buy