Valley Forge Investment Consultants’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	$220K	Buy	+2,400	New	+$220K	0.07%	77
2021 Q1	–	Sell	-8,784	Closed	-$540K	–	70
2020 Q4	$540K	Buy	+8,784	New	+$540K	0.47%	37