Sagespring Wealth Partners’s Southern Company SO Stock Holding History

Sagespring Wealth Partners’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.41M	Buy
2025 Q2	$5.15M	Buy
2025 Q1	$5.02M	Sell
2024 Q4	$4.89M	Buy