Trek Financial’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	$3.38M	Sell	36,811 -168	-0.5%	-$15.4K	0.23%	114
2025 Q1	$3.4M	Buy	+36,979	New	+$3.4M	0.25%	97
2024 Q3	–	Sell	-62,556	Closed	-$4.85M	–	450
2024 Q2	$4.85M	Buy	+62,556	New	+$4.85M	0.39%	66