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RFG - Bristol Wealth Advisors’s Southern Company SO Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$411K Sell
4,472
-1,157
-21% -$106K 0.13% 120
2025
Q1 		$518K Sell
5,629
-127
-2% -$11.7K 0.17% 101
2024
Q4 		$474K Buy
+5,756
New +$474K 0.16% 101