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Spurstone Advisory Services’s Southern Company SO Stock Holding History

Spurstone Advisory Services’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.4K Hold
244
– – 0.34% 44
2025
Q1 		$22.4K Hold
244
– – 0.44% 30
2024
Q4 		$20.1K Buy
+244
New +$20.1K 0.38% 30