TruNorth Capital 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	$50K	Sell	545 -389	-42%	-$35.7K	0.01%	164
2025 Q1	$85.9K	Buy	934 +389	+71%	+$35.8K	0.02%	151
2024 Q4	$44.9K	Hold	545	–	–	0.01%	160
2024 Q3	$49.1K	Buy	545 +41	+8%	+$3.7K	0.01%	149
2024 Q2	$39.1K	Buy	+504	New	+$39.1K	0.01%	148