Signature Estate & Investment Advisors’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	$354K	Buy	3,853 +357	+10%	+$32.8K	0.01%	420
2025 Q1	$321K	Buy	+3,496	New	+$321K	0.01%	426
2017 Q2	–	Sell	-2,643	Closed	-$132K	–	179
2017 Q1	$132K	Buy	+2,643	New	+$132K	0.02%	165