Quotient Wealth Partners’s Southern Company SO Stock Holding History

Quotient Wealth Partners’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$401K	Buy
2025 Q2	$364K	Buy
2025 Q1	$338K	Buy
2024 Q4	$291K	Buy
2024 Q3	$312K	Buy
2024 Q2	$251K	Buy
2024 Q1	$204K	Buy