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

Second Half Financial Partners’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
2026 Q1	$362K	Hold
2025 Q4	$327K	Hold
2025 Q3	$355K	Sell
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