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Petros Family Wealth’s Southern Company SO Stock Holding History

Petros Family Wealth’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Buy
3,253
+14
+0.4% +$1.29K 0.27% 98
2025
Q1 		$298K Buy
3,239
+68
+2% +$6.25K 0.33% 85
2024
Q4 		$261K Buy
+3,171
New +$261K 0.28% 98