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Spectrum Wealth Advisory Group’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
4,304
+6
+0.1% +$551 0.18% 43
2025
Q1
$395K Buy
4,298
+756
+21% +$69.5K 0.19% 37
2024
Q4
$292K Buy
+3,542
New +$292K 0.14% 46