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Steward Partners Investment Solutions’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.68M Buy
51,327
+3,093
+6% +$222K 0.62% 36
2023
Q4
$3.38M Buy
+48,234
New +$3.38M 1.41% 13