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Strategic Financial Services’s Southern Company SO Stock Holding History

Strategic Financial 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 		$247K Hold
2,689
– – 0.01% 126
2025
Q1 		$247K Hold
2,689
– – 0.01% 121
2024
Q4 		$221K Sell
2,689
-150
-5% -$12.3K 0.01% 127
2024
Q3 		$256K Hold
2,839
– – 0.02% 122
2024
Q2 		$220K Buy
+2,839
New +$220K 0.01% 123