Sagespring Wealth Partners’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.15M	Buy	56,084 +1,468	+3%	+$135K	0.11%	97
2025 Q1	$5.02M	Sell	54,616 -4,820	-8%	-$443K	0.13%	87
2024 Q4	$4.89M	Buy	+59,436	New	+$4.89M	0.13%	81