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Turning Point Benefit Group’s Southern Company SO Stock Holding History

Turning Point Benefit Group’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$263K Buy
2,861
+47
+2% +$4.32K 0.2% 69
2025
Q1 		$245K Sell
2,814
-1,305
-32% -$114K 0.23% 62
2024
Q4 		$337K Buy
+4,119
New +$337K 0.32% 44