Park Square Financial Group’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
$733K Sell
7,986
-155
-2% -$14.2K 0.53% 36
2025
Q1
$749K Sell
8,141
-181
-2% -$16.6K 0.59% 29
2024
Q4
$685K Buy
+8,322
New +$685K 0.47% 34