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SageOak Financial’s Southern Company SO Stock Holding History

SageOak 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 		$720K Hold
7,844
– – 0.58% 19
2025
Q1 		$721K Hold
7,844
– – 0.64% 16
2024
Q4 		$646K Buy
+7,844
New +$646K 0.59% 27