Paragon Private Wealth Management’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
$399K Buy
4,340
+1,309
+43% +$120K 0.16% 144
2025
Q1
$279K Buy
+3,031
New +$279K 0.13% 156