Strategic Family Wealth Counselors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Buy	+2,179	New	+$200K	0.06%	142
2024 Q1	–	Sell	-4,717	Closed	-$331K	–	121
2023 Q4	$331K	Buy	4,717 +18	+0.4%	+$1.26K	0.14%	79
2023 Q3	$304K	Buy	4,699 +20	+0.4%	+$1.29K	0.15%	78
2023 Q2	$329K	Buy	+4,679	New	+$329K	0.15%	73