SHF
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Safe Harbor Fiduciary’s Southern Company SO Stock Holding History

Safe Harbor Fiduciary’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 		$34K Hold
371
– – 0.03% 120
2025
Q1 		$34.1K Buy
371
+1
+0.3% +$92 0.04% 110
2024
Q4 		$30.5K Sell
370
-171
-32% -$14.1K 0.03% 110
2024
Q3 		$48.8K Buy
+541
New +$48.8K 0.05% 100