Retirement Guys Formula’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,658	Closed	-$877K	–	164
2024 Q4	$877K	Buy	10,658 +874	+9%	+$71.9K	0.44%	65
2024 Q3	$882K	Buy	9,784 +1,058	+12%	+$95.4K	0.41%	68
2024 Q2	$677K	Sell	8,726 -817	-9%	-$63.4K	0.32%	79
2024 Q1	$685K	Buy	+9,543	New	+$685K	0.33%	80