Sound Financial Strategies Group’s Southern Company SO Stock Holding History

Sound Financial Strategies Group’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	$263K	Buy
2021 Q2	–	Sell
2021 Q1	$592K	Buy
2020 Q4	$583K	Buy