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

Sound Financial Strategies Group’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,530
Closed -$592K – 110
2021
Q1 		$592K Buy
9,530
+38
+0.4% +$2.36K 0.3% 53
2020
Q4 		$583K Buy
+9,492
New +$583K 0.32% 58