Trajan Wealth’s Southern Company SO Stock Holding History

Trajan Wealth’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.04M	Sell
2025 Q2	$4.91M	Buy
2025 Q1	$4.89M	Sell
2024 Q4	$4.49M	Buy
2024 Q3	$4.8M	Sell
2024 Q2	$4.25M	Sell
2024 Q1	$3.97M	Buy