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Retirement Financial Solutions’s Southern Company SO Stock Holding History

Retirement Financial Solutions’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,570
Closed -$251K – 44
2023
Q2 		$251K Sell
3,570
-6,072
-63% -$427K 0.17% 31
2023
Q1 		$671K Buy
9,642
+7,509
+352% +$522K 0.53% 20
2022
Q4 		$152K Buy
+2,133
New +$152K 0.13% 33