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Optimize Financial’s Southern Company SO Stock Holding History

Optimize Financial’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
2,796
-20
-0.7% -$1.84K 0.16% 176
2025
Q1 		$259K Buy
+2,816
New +$259K 0.19% 154