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Revolve Wealth Partners’s Southern Company SO Stock Holding History

Revolve Wealth Partners’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$224K Sell
2,439
-119
-5% -$10.9K 0.03% 207
2025
Q1 		$235K Buy
2,558
+75
+3% +$6.9K 0.03% 197
2024
Q4 		$204K Sell
2,483
-396
-14% -$32.6K 0.03% 209
2024
Q3 		$260K Buy
+2,879
New +$260K 0.04% 165