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Summit Financial Strategies’s Southern Company SO Stock Holding History

Summit Financial Strategies’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 		$202K Hold
2,200
– – 0.02% 145
2025
Q1 		$202K Buy
+2,200
New +$202K 0.02% 140