Omni 360 Wealth’s Southern Company SO Stock Holding History

Omni 360 Wealth’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$389K	Hold
2025 Q4	$356K	Buy
2025 Q3	$344K	Hold
2025 Q2	$333K	Hold
2025 Q1	$334K	Sell
2024 Q4	$300K	Sell
2024 Q3	$354K	Hold
2024 Q2	$305K	Buy
2024 Q1	$280K	Sell
2023 Q4	$279K	Buy