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Roxbury Financial’s Southern Company SO Stock Holding History

Roxbury Financial’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$80.3K Buy
874
+16
+2% +$1.47K 0.08% 135
2025
Q1 		$77K Sell
858
-315
-27% -$28.3K 0.08% 133
2024
Q4 		$105K Buy
+1,173
New +$105K 0.1% 115