Synergy Investment Management’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	–	Sell	-68	Closed	-$6.25K	–	491
2025 Q1	$6.25K	Hold	68	–	–	﹤0.01%	421
2024 Q4	$5.6K	Buy	+68	New	+$5.6K	﹤0.01%	445