Second Half Financial Partners’s Southern Company SO Stock Holding History

Second Half Financial 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 Q2	$345K	Buy
2024 Q2	–	Sell
2024 Q1	$273K	Buy
2023 Q4	$262K	Hold
2023 Q3	$242K	Sell
2023 Q2	$318K	Buy
2023 Q1	$258K	Hold
2022 Q4	$251K	Buy