Sovran Advisors’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
3,771
-388
-9% -$35.4K 0.04% 379
2025
Q1
$382K Buy
4,159
+440
+12% +$40.4K 0.05% 332
2024
Q4
$305K Buy
+3,719
New +$305K 0.04% 334