SageOak Financial’s Southern Company SO Stock Holding History

SageOak Financial’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$743K	Hold
2025 Q2	$720K	Hold
2025 Q1	$721K	Hold
2024 Q4	$646K	Buy